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
3001
– –
-180
3002
– –
-383
3003
– –
-7,304
3004
– –
-1,440
3005
– –
-174
3006
– –
-59
3007
– –
-895,709
3008
– –
-550
3009
– –
-4
3010
– –
-274
3011
– –
-1,285
3012
– –
-102
3013
– –
-1,794
3014
– –
-25,895
3015
– –
-247,549
3016
– –
-1,420
3017
– –
-95
3018
– –
-16,000
3019
– –
-25
3020
– –
-103
3021
– –
-2,017
3022
– –
-94,400
3023
– –
-8
3024
– –
-3
3025
– –
-1,768
119 120
121
122 123