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
726
$866K ﹤0.01%
6,783
-150,925
727
$865K ﹤0.01%
17,255
728
$863K ﹤0.01%
8,317
+963
729
$858K ﹤0.01%
8,515
-618
730
$857K ﹤0.01%
10,729
-2,003
731
$855K ﹤0.01%
11,440
-10
732
$855K ﹤0.01%
4,005
-969
733
$851K ﹤0.01%
11,648
+5,229
734
$851K ﹤0.01%
207,454
735
$848K ﹤0.01%
20,244
-2,737
736
$846K ﹤0.01%
15,241
+1,375
737
$837K ﹤0.01%
78,253
738
$836K ﹤0.01%
37,114
-11,187
739
$835K ﹤0.01%
3,383
740
$831K ﹤0.01%
4,840
+14
741
$825K ﹤0.01%
662
+28
742
$822K ﹤0.01%
37,324
+1,864
743
$809K ﹤0.01%
10,478
-249
744
$807K ﹤0.01%
3,851
+606
745
$804K ﹤0.01%
6,333
-557,027
746
$803K ﹤0.01%
80,000
-820,000
747
$798K ﹤0.01%
8,614
+2,267
748
$796K ﹤0.01%
4,958
749
$790K ﹤0.01%
1,778
+1,450
750
$789K ﹤0.01%
7,214
-742
28 29
30
31 32