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
51
$283M 0.51%
477,366
-6,280
52
$281M 0.51%
3,066,278
-82,600
53
$276M 0.5%
720,367
+326,543
54
$274M 0.5%
752,832
-19,887
55
$273M 0.49%
2,584,288
+964,454
56
$267M 0.48%
913,968
-23,895
57
$267M 0.48%
13,518,334
+20,096
58
$264M 0.48%
1,198,006
-607,278
59
$263M 0.48%
482,830
-14,943
60
$260M 0.47%
1,731,893
-42,439
61
$257M 0.47%
200,469
+26,939
62
$251M 0.46%
4,872,972
+4,231,063
63
$249M 0.45%
3,138,767
-93,366
64
$246M 0.45%
5,072,059
-124,455
65
$245M 0.44%
473,612
-12,542
66
$243M 0.44%
2,112,734
-45,799
67
$242M 0.44%
1,186,464
-212,537
68
$238M 0.43%
1,220,278
-31,228
69
$231M 0.42%
1,069,742
-345,987
70
$224M 0.41%
1,014,766
-24,750
71
$223M 0.4%
2,163,969
-88,422
72
$211M 0.38%
7,310,275
-1,981,938
73
$210M 0.38%
2,068,845
-110,810
74
$209M 0.38%
2,351,713
+78,741
75
$206M 0.37%
2,866,213
-54,204
1 2
3
4 5