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
426
$4.76M 0.01%
151,251
-5,201
427
$4.73M 0.01%
41,948
-12,393
428
$4.71M 0.01%
170,685
+16,587
429
$4.68M 0.01%
192,774
-150,002
430
$4.68M 0.01%
76,697
-1,550
431
$4.67M 0.01%
19,250
-150
432
$4.67M 0.01%
485,910
+152,978
433
$4.65M 0.01%
46,314
-1,740
434
$4.64M 0.01%
36,636
-1,222
435
$4.64M 0.01%
57,851
+237
436
$4.58M 0.01%
23,948
-1,492
437
$4.54M 0.01%
132,743
+83,887
438
$4.5M 0.01%
25,448
+278
439
$4.49M 0.01%
46,709
+987
440
$4.48M 0.01%
15,712
-1,040
441
$4.47M 0.01%
13,270
-221
442
$4.42M 0.01%
64,115
-478
443
$4.39M 0.01%
53,576
-9,198
444
$4.38M 0.01%
17,968
-758
445
$4.37M 0.01%
34,854
+29,385
446
$4.32M 0.01%
25,122
+24,175
447
$4.27M 0.01%
101,925
+5,220
448
$4.26M 0.01%
63,050
+76
449
$4.24M 0.01%
126,099
-2,563
450
$4.23M 0.01%
38,117
-15,214
16 17
18
19 20