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
301
$14.5M 0.03%
159,303
-2,539
302
$14.5M 0.03%
42,106
-1,243
303
$14.5M 0.03%
246,056
-7,151
304
$14.4M 0.03%
64,300
-898
305
$14.3M 0.03%
646,216
-34,235
306
$14.3M 0.03%
1,888,266
307
$14M 0.03%
38,900
+36
308
$13.9M 0.03%
366,618
+116,362
309
$13.7M 0.02%
483,434
+32,243
310
$13.5M 0.02%
83,898
-2,054
311
$13.4M 0.02%
260,526
-30,166
312
$13.4M 0.02%
106,985
+10,134
313
$13.4M 0.02%
12,499
+101
314
$13.3M 0.02%
279,093
315
$13.3M 0.02%
104,121
-88
316
$13M 0.02%
62,697
-6,821
317
$12.9M 0.02%
66,072
-13,082
318
$12.9M 0.02%
256,114
-20,175
319
$12.1M 0.02%
231,351
+230,634
320
$11.8M 0.02%
136,845
+135,177
321
$11.8M 0.02%
165,406
-2,890
322
$11.7M 0.02%
2,394
-122
323
$11.7M 0.02%
412,587
324
$11.6M 0.02%
28,229
-594
325
$11.4M 0.02%
137,823
-3,218
11 12
13
14 15