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
2376
$7.76K ﹤0.01%
+77
2377
$7.74K ﹤0.01%
+200
2378
$7.74K ﹤0.01%
+109
2379
$7.73K ﹤0.01%
+1,039
2380
$7.66K ﹤0.01%
+2,000
2381
$7.65K ﹤0.01%
+2,655
2382
$7.61K ﹤0.01%
+266
2383
$7.55K ﹤0.01%
+244
2384
$7.5K ﹤0.01%
+587
2385
$7.49K ﹤0.01%
+170
2386
$7.42K ﹤0.01%
+122
2387
$7.39K ﹤0.01%
+497
2388
$7.34K ﹤0.01%
+66
2389
$7.33K ﹤0.01%
+390
2390
$7.32K ﹤0.01%
+100
2391
$7.31K ﹤0.01%
+1,342
2392
$7.3K ﹤0.01%
+163
2393
$7.29K ﹤0.01%
+144
2394
$7.28K ﹤0.01%
+185
2395
$7.28K ﹤0.01%
+160
2396
$7.27K ﹤0.01%
+52
2397
$7.26K ﹤0.01%
+30
2398
$7.25K ﹤0.01%
+200
2399
$7.23K ﹤0.01%
+509
2400
$7.22K ﹤0.01%
+50
94 95
96
97 98