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
3101
– –
-12
3102
– –
-125
3103
– –
-144,810
3104
– –
-50
3105
– –
-250
3106
– –
-10,000
3107
– –
-73
3108
– –
-10,147
3109
– –
-125
3110
– –
-7,230
3111
– –
-5,513
3112
– –
-967
3113
– –
-5
3114
– –
-880
3115
– –
-9
3116
– –
-95,950
3117
– –
-3,136
3118
– –
-200
3119
– –
-2,000
3120
– –
-7,560
3121
– –
-1,135
3122
– –
-1,267
3123
– –
-1,000
3124
– –
-1,606
3125
– –
-15,000
123 124
125
126 127