We are live on ! Find out more
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 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2976
– –
-200
2977
– –
-700
2978
– –
-550
2979
– –
-380
2980
– –
-403
2981
– –
-9
2982
– –
-1,001
2983
– –
-10
2984
– –
-74
2985
– –
-48,882
2986
– –
-1,000
2987
– –
-18,935
2988
– –
-970
2989
– –
-45
2990
– –
-560
2991
– –
-8,064
2992
– –
-325
2993
– –
-16,865
2994
– –
-100
2995
– –
-655
2996
– –
-4,244
2997
– –
-500
2998
– –
-64,000
2999
– –
-1,949
3000
– –
-521
118 119
120
121 122