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
2951
$10 ﹤0.01%
1
2952
– –
-3,033
2953
$7 ﹤0.01%
4
2954
$7 ﹤0.01%
1
2955
$6 ﹤0.01%
+1
2956
$5 ﹤0.01%
1
2957
– –
0
2958
– –
0
2959
$4 ﹤0.01%
+1
2960
– –
0
2961
– –
0
2962
$2 ﹤0.01%
100
2963
– –
0
2964
– –
0
2965
$2 ﹤0.01%
1
2966
$2 ﹤0.01%
1
2967
– –
0
2968
– –
0
2969
– –
0
2970
$1 ﹤0.01%
+1
2971
– –
-655
2972
– –
-2,458
2973
– –
-9
2974
– –
-1,076
2975
– –
-4,244
117 118
119
120 121