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
3126
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-325
3127
– –
-16,865
3128
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-100
3129
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-102
3130
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-5,400
3131
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-50
3132
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-1,420
3133
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-95
3134
– –
-16,000
3135
– –
-25
3136
– –
-103
3137
– –
-94,400
3138
– –
-8
3139
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-3
3140
– –
-1,768
3141
– –
-356
3142
– –
-575
3143
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-1,050
3144
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-2
3145
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-245
3146
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-20
3147
– –
-12,660
3148
– –
-10,000
3149
– –
-2,000
3150
– –
-1,545
124 125
126
127 128