CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
+$689M
2
+$203M
3
+$163M
4
ULTA icon
Ulta Beauty
ULTA
+$108M
5
MCD icon
McDonald's
MCD
+$103M

Top Sells

1
+$237M
2
+$178M
3
+$103M
4
V icon
Visa
V
+$100M
5
HD icon
Home Depot
HD
+$92.3M

Sector Composition

1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.17%
4 Industrials 10.01%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.88B 5.64%
6,787,457
-216,692
2
$2.04B 3.99%
11,258,747
-118,519
3
$1.73B 3.38%
10,161,364
-606,136
4
$1.61B 3.15%
7,364,077
+3,160,239
5
$1.19B 2.33%
7,645,686
-201,504
6
$1.19B 2.32%
13,115,910
+1,802,320
7
$916M 1.79%
3,291,411
-359,301
8
$750M 1.47%
1,531,462
+85,529
9
$732M 1.43%
4,676,806
-143,989
10
$711M 1.39%
5,426,947
-127,172
11
$628M 1.23%
1,706,582
-250,769
12
$627M 1.23%
3,152,147
-63,358
13
$625M 1.22%
9,294,783
-1,130,131
14
$573M 1.12%
753,121
+1,845
15
$564M 1.1%
2,276,025
-45,686
16
$546M 1.07%
4,875,225
-86,786
17
$522M 1.02%
8,233,260
+220,540
18
$514M 1.01%
850,814
-12,451
19
$511M 1%
1,196,492
-187,419
20
$505M 0.99%
1,671,410
-37,958
21
$470M 0.92%
848,478
-161,672
22
$467M 0.91%
1,007,552
-30,026
23
$449M 0.88%
2,220,624
-52,336
24
$440M 0.86%
8,783,909
-16,850
25
$426M 0.83%
866,211
+413,605
1
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