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
3001
– –
-18
3002
– –
-7,499
3003
– –
-923
3004
– –
-250
3005
– –
-12,762
3006
– –
-8,959
3007
– –
-167,560
3008
– –
-4,165
3009
– –
-174
3010
– –
-6,735
3011
– –
-795
3012
– –
-400
3013
– –
-1,004
3014
– –
-1,000
3015
– –
-100
3016
– –
-344
3017
– –
-311
3018
– –
-2,432
3019
– –
-500
3020
– –
-15,970
3021
– –
-10,000
3022
– –
-654
3023
– –
-1,075
3024
– –
-3,820
3025
– –
-1,700
119 120
121
122 123