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
3026
– –
-23
3027
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-3,048
3028
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-2,449
3029
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-357
3030
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-11
3031
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-17
3032
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-4,328
3033
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-167
3034
– –
-1,485
3035
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-1
3036
– –
-2,200
3037
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-12
3038
– –
-4,740
3039
– –
-3,000
3040
– –
-125
3041
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-1,000
3042
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-184
3043
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-445
3044
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-12,811
3045
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-175
3046
– –
-15,044
3047
– –
-11
3048
– –
-200
3049
– –
-700
3050
– –
-550
120 121
122
123 124