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
2276
$9.95K ﹤0.01%
+3,180
2277
$9.94K ﹤0.01%
+119
2278
$9.94K ﹤0.01%
+276
2279
$9.92K ﹤0.01%
+538
2280
$9.9K ﹤0.01%
+1,400
2281
$9.89K ﹤0.01%
+130
2282
$9.85K ﹤0.01%
+708
2283
$9.83K ﹤0.01%
+270
2284
$9.82K ﹤0.01%
+625
2285
$9.79K ﹤0.01%
+148
2286
$9.77K ﹤0.01%
+160
2287
$9.72K ﹤0.01%
+166
2288
$9.69K ﹤0.01%
+920
2289
$9.68K ﹤0.01%
+249
2290
$9.57K ﹤0.01%
+152
2291
$9.56K ﹤0.01%
+58
2292
$9.55K ﹤0.01%
+424
2293
$9.53K ﹤0.01%
+648
2294
$9.51K ﹤0.01%
+255
2295
$9.48K ﹤0.01%
+513
2296
$9.46K ﹤0.01%
+160
2297
$9.45K ﹤0.01%
+394
2298
$9.43K ﹤0.01%
+397
2299
$9.41K ﹤0.01%
+486
2300
$9.4K ﹤0.01%
+1,100