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
2426
$6.64K ﹤0.01%
+189
2427
$6.63K ﹤0.01%
+268
2428
$6.63K ﹤0.01%
+1,520
2429
$6.61K ﹤0.01%
+380
2430
$6.61K ﹤0.01%
+373
2431
$6.6K ﹤0.01%
+300
2432
$6.57K ﹤0.01%
+1,061
2433
$6.45K ﹤0.01%
+1,500
2434
$6.39K ﹤0.01%
+220
2435
$6.39K ﹤0.01%
+200
2436
$6.34K ﹤0.01%
+570
2437
$6.33K ﹤0.01%
+375
2438
$6.33K ﹤0.01%
+625
2439
$6.25K ﹤0.01%
+502
2440
$6.24K ﹤0.01%
+927
2441
$6.23K ﹤0.01%
+400
2442
$6.19K ﹤0.01%
+885
2443
$6.18K ﹤0.01%
+13
2444
$6.17K ﹤0.01%
813
2445
$6.16K ﹤0.01%
+200
2446
$6.15K ﹤0.01%
+755
2447
$6.14K ﹤0.01%
+41
2448
$6.1K ﹤0.01%
+180
2449
$6.1K ﹤0.01%
+1,148
2450
$6.09K ﹤0.01%
+108
96 97
98
99 100