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
251
$23.1M 0.04%
165,305
+1,801
252
$22.9M 0.04%
119,059
-3,482
253
$22.9M 0.04%
1,119,143
-108,950
254
$22.8M 0.04%
292,681
+3,229
255
$22.2M 0.04%
494,300
+406
256
$22.2M 0.04%
192,667
-53,087
257
$22.1M 0.04%
420,496
+412,635
258
$22M 0.04%
208,751
+100,106
259
$21.8M 0.04%
76,628
-3,774
260
$21.3M 0.04%
85,519
+8,068
261
$21.2M 0.04%
822,818
+158,722
262
$21.1M 0.04%
161,971
-5,256
263
$20.8M 0.04%
373,515
-3,498
264
$20.8M 0.04%
113,325
-3,123
265
$20.2M 0.04%
458,916
+4,906
266
$20.2M 0.04%
77,245
-601
267
$20.2M 0.04%
190,136
-11,517
268
$19.9M 0.04%
431,307
-9,599
269
$19.8M 0.04%
259,401
-74,275
270
$19.5M 0.04%
137,188
+54,125
271
$19.5M 0.04%
595,704
-18,298
272
$19.2M 0.03%
199,329
-6,094
273
$19.1M 0.03%
515,604
-14,267
274
$19M 0.03%
838,639
-77,847
275
$18.9M 0.03%
189,887
-4,428
9 10
11
12 13