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
3226
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-5,513
3227
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-967
3228
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3229
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-321
3230
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3231
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-685
3232
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0
3233
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-1
3234
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-5
3235
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-32,859
3236
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-2,665
3237
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-375
3238
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-3,961
3239
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-34
3240
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3241
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3242
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3243
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3244
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3245
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3246
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3247
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-13,195
3248
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-1,500
3249
– –
-317
3250
– –
-45,800
127 128 129
130
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