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
2301
$9.37K ﹤0.01%
+300
2302
$9.33K ﹤0.01%
+289
2303
$9.28K ﹤0.01%
+112
2304
$9.28K ﹤0.01%
+368
2305
$9.26K ﹤0.01%
+1,425
2306
$9.24K ﹤0.01%
+100
2307
$9.23K ﹤0.01%
+261
2308
$9.22K ﹤0.01%
+2,049
2309
$9.16K ﹤0.01%
+128
2310
$9.14K ﹤0.01%
+432
2311
$9.14K ﹤0.01%
+23
2312
$9.13K ﹤0.01%
+66
2313
$9.12K ﹤0.01%
+913
2314
$9.09K ﹤0.01%
+452
2315
$9.09K ﹤0.01%
+758
2316
$9.08K ﹤0.01%
+1,372
2317
$9.06K ﹤0.01%
+1,070
2318
$9.05K ﹤0.01%
+9,100
2319
$9.01K ﹤0.01%
+795
2320
$9K ﹤0.01%
+2,000
2321
$8.97K ﹤0.01%
+1,227
2322
$8.97K ﹤0.01%
+44
2323
$8.92K ﹤0.01%
+208
2324
$8.91K ﹤0.01%
+259
2325
$8.86K ﹤0.01%
+160