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
2351
$8.25K ﹤0.01%
+190
2352
$8.21K ﹤0.01%
+1,094
2353
$8.2K ﹤0.01%
+698
2354
$8.18K ﹤0.01%
+20
2355
$8.14K ﹤0.01%
+1,200
2356
$8.11K ﹤0.01%
+115
2357
$8.1K ﹤0.01%
+472
2358
$8.09K ﹤0.01%
+160
2359
$8.05K ﹤0.01%
+340
2360
$8.02K ﹤0.01%
+465
2361
$8.01K ﹤0.01%
+160
2362
$8.01K ﹤0.01%
+1,500
2363
$7.99K ﹤0.01%
+141
2364
$7.98K ﹤0.01%
+662
2365
$7.97K ﹤0.01%
+1,285
2366
$7.96K ﹤0.01%
+325
2367
$7.92K ﹤0.01%
+1,200
2368
$7.92K ﹤0.01%
+160
2369
$7.9K ﹤0.01%
+515
2370
$7.86K ﹤0.01%
+360
2371
$7.83K ﹤0.01%
+228
2372
$7.81K ﹤0.01%
+84
2373
$7.8K ﹤0.01%
+400
2374
$7.77K ﹤0.01%
+195
2375
$7.77K ﹤0.01%
+500