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
3101
– –
-1,093
3102
– –
-20
3103
– –
-3
3104
– –
-12,042
3105
– –
-85
3106
– –
-1,533
3107
– –
-647
3108
– –
-1,500
3109
– –
-34
3110
– –
-10,350
3111
– –
-50,000
3112
– –
-750
3113
– –
-1,180
3114
– –
-2,010
3115
– –
-1,105
3116
– –
-5,950
3117
– –
-14,744
3118
– –
-8,803
3119
– –
-16
3120
– –
-1,000
3121
– –
-18,935
3122
– –
-970
3123
– –
-45
3124
– –
-560
3125
– –
-8,064
123 124
125
126 127