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
2401
$7.19K ﹤0.01%
+65
2402
$7.17K ﹤0.01%
+337
2403
$7.12K ﹤0.01%
+121
2404
$7.09K ﹤0.01%
+1,000
2405
$7.08K ﹤0.01%
+200
2406
$7.06K ﹤0.01%
+1,299
2407
$7K ﹤0.01%
+267
2408
$6.99K ﹤0.01%
+985
2409
$6.98K ﹤0.01%
+156
2410
$6.97K ﹤0.01%
+11
2411
$6.96K ﹤0.01%
+359
2412
$6.94K ﹤0.01%
+200
2413
$6.91K ﹤0.01%
+675
2414
$6.9K ﹤0.01%
+100
2415
$6.89K ﹤0.01%
+198
2416
$6.88K ﹤0.01%
+526
2417
$6.87K ﹤0.01%
+2,101
2418
$6.83K ﹤0.01%
+200
2419
$6.83K ﹤0.01%
+500
2420
$6.81K ﹤0.01%
+930
2421
$6.8K ﹤0.01%
+120
2422
$6.76K ﹤0.01%
+101
2423
$6.71K ﹤0.01%
+76
2424
$6.7K ﹤0.01%
+100
2425
$6.7K ﹤0.01%
+2,000
95 96
97
98 99