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
2751
$1.38K ﹤0.01%
+25
2752
$1.38K ﹤0.01%
84
2753
$1.38K ﹤0.01%
43
2754
$1.38K ﹤0.01%
5
-2
2755
$1.35K ﹤0.01%
68
2756
$1.35K ﹤0.01%
21
2757
$1.34K ﹤0.01%
104
2758
$1.34K ﹤0.01%
35
2759
$1.33K ﹤0.01%
250
2760
$1.32K ﹤0.01%
45
-156
2761
$1.31K ﹤0.01%
54
-46
2762
$1.3K ﹤0.01%
32
2763
$1.3K ﹤0.01%
650
2764
$1.29K ﹤0.01%
500
2765
$1.29K ﹤0.01%
201
+200
2766
$1.28K ﹤0.01%
488
+163
2767
$1.26K ﹤0.01%
412
2768
$1.22K ﹤0.01%
1,000
2769
$1.19K ﹤0.01%
25
-5
2770
$1.19K ﹤0.01%
14
2771
$1.18K ﹤0.01%
23
2772
$1.18K ﹤0.01%
82
2773
$1.18K ﹤0.01%
107
2774
$1.18K ﹤0.01%
20
-30
2775
$1.17K ﹤0.01%
86
109 110
111
112 113