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
3151
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-749
3152
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3153
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0
3154
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3155
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3156
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3157
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-2,825
3158
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-69,724
3159
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-1
3160
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3161
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-247,549
3162
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-2,017
3163
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-1,437
3164
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-200
3165
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-274,066
3166
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-4,594
3167
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3168
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-312
3169
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-3,000
3170
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-1,058
3171
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-3,700
3172
– –
-810
3173
– –
-1,355
3174
– –
-1,200
3175
– –
-500
125 126
127
128 129