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
2451
$6.01K ﹤0.01%
+88
2452
$5.93K ﹤0.01%
+207
2453
$5.87K ﹤0.01%
+402
2454
$5.87K ﹤0.01%
+1,500
2455
$5.83K ﹤0.01%
+371
2456
$5.8K ﹤0.01%
+562
2457
$5.79K ﹤0.01%
+40
2458
$5.77K ﹤0.01%
+206
2459
$5.77K ﹤0.01%
+188
2460
$5.76K ﹤0.01%
+150
2461
$5.71K ﹤0.01%
+235
2462
$5.67K ﹤0.01%
+477
2463
$5.66K ﹤0.01%
+364
2464
$5.62K ﹤0.01%
+44
2465
$5.6K ﹤0.01%
+50
2466
$5.59K ﹤0.01%
+430
2467
$5.57K ﹤0.01%
+101
2468
$5.57K ﹤0.01%
+250
2469
$5.57K ﹤0.01%
+262
2470
$5.57K ﹤0.01%
+48
2471
$5.56K ﹤0.01%
+90
2472
$5.55K ﹤0.01%
+68
2473
$5.51K ﹤0.01%
+378
2474
$5.51K ﹤0.01%
+112
2475
$5.49K ﹤0.01%
521