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
$55.2B
AUM Growth
-$647M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,257
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$190M
3
+$137M
4
MNDY icon
monday.com
MNDY
+$112M
5
PLD icon
Prologis
PLD
+$111M

Top Sells

1
+$260M
2
+$161M
3
+$134M
4
ZETA icon
Zeta Global
ZETA
+$134M
5
HD icon
Home Depot
HD
+$127M

Sector Composition

1 Technology 27.16%
2 Financials 12.64%
3 Healthcare 10.21%
4 Industrials 9.99%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$3.87K ﹤0.01%
62
2552
$3.87K ﹤0.01%
21
2553
$3.86K ﹤0.01%
100
2554
$3.86K ﹤0.01%
713
-15
2555
$3.85K ﹤0.01%
+252
2556
$3.85K ﹤0.01%
500
-100
2557
$3.84K ﹤0.01%
450
2558
$3.83K ﹤0.01%
123
2559
$3.83K ﹤0.01%
72
2560
$3.81K ﹤0.01%
1,148
2561
$3.8K ﹤0.01%
169
2562
$3.76K ﹤0.01%
334
2563
$3.75K ﹤0.01%
280
2564
$3.71K ﹤0.01%
75
2565
$3.71K ﹤0.01%
221
+46
2566
$3.68K ﹤0.01%
320
2567
$3.63K ﹤0.01%
437
2568
$3.62K ﹤0.01%
160
2569
$3.62K ﹤0.01%
+50
2570
$3.61K ﹤0.01%
300
2571
$3.6K ﹤0.01%
116
-658
2572
$3.6K ﹤0.01%
133
-4,701
2573
$3.59K ﹤0.01%
268
-216
2574
$3.58K ﹤0.01%
115
2575
$3.57K ﹤0.01%
136
101 102
103
104 105