CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.1B
AUM Growth
+$3.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,085
New
Increased
Reduced
Closed

Top Buys

1 +$659M
2 +$184M
3 +$131M
4
MCD icon
McDonald's
MCD
+$107M
5
ULTA icon
Ulta Beauty
ULTA
+$105M

Top Sells

1 +$234M
2 +$162M
3 +$110M
4
V icon
Visa
V
+$99.2M
5
HD icon
Home Depot
HD
+$91.6M

Sector Composition

1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.18%
4 Industrials 10.02%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$11.3K ﹤0.01%
+239
2227
$11.3K ﹤0.01%
+409
2228
$11.3K ﹤0.01%
+1,000
2229
$11.3K ﹤0.01%
+150
2230
$11.2K ﹤0.01%
+166
2231
$11.2K ﹤0.01%
+696
2232
$11.2K ﹤0.01%
+475
2233
$11.1K ﹤0.01%
+600
2234
$11.1K ﹤0.01%
+400
2235
$11.1K ﹤0.01%
+312
2236
$11.1K ﹤0.01%
+515
2237
$11K ﹤0.01%
+214
2238
$11K ﹤0.01%
+250
2239
$11K ﹤0.01%
+326
2240
$10.9K ﹤0.01%
+69
2241
$10.9K ﹤0.01%
+1,020
2242
$10.9K ﹤0.01%
+964
2243
$10.8K ﹤0.01%
+670
2244
$10.8K ﹤0.01%
+108
2245
$10.8K ﹤0.01%
+1,000
2246
$10.8K ﹤0.01%
+997
2247
$10.7K ﹤0.01%
+336
2248
$10.7K ﹤0.01%
+562
2249
$10.7K ﹤0.01%
+1,149
2250
$10.7K ﹤0.01%
+188