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
2251
$10.7K ﹤0.01%
+82
2252
$10.6K ﹤0.01%
+319
2253
$10.6K ﹤0.01%
+480
2254
$10.6K ﹤0.01%
+65
2255
$10.4K ﹤0.01%
+300
2256
$10.4K ﹤0.01%
+1,088
2257
$10.4K ﹤0.01%
+108
2258
$10.3K ﹤0.01%
+750
2259
$10.3K ﹤0.01%
+130
2260
$10.3K ﹤0.01%
+213
2261
$10.3K ﹤0.01%
+489
2262
$10.3K ﹤0.01%
+320
2263
$10.2K ﹤0.01%
+118
2264
$10.2K ﹤0.01%
+800
2265
$10.2K ﹤0.01%
+689
2266
$10.2K ﹤0.01%
400
2267
$10.1K ﹤0.01%
+307
2268
$10K ﹤0.01%
+2,000
2269
$10K ﹤0.01%
+320
2270
$10K ﹤0.01%
+297
2271
$10K ﹤0.01%
+440
2272
$9.99K ﹤0.01%
+129
2273
$9.98K ﹤0.01%
178
2274
$9.96K ﹤0.01%
+380
2275
$9.96K ﹤0.01%
+325