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
826
$576K ﹤0.01%
5,915
-10
827
$575K ﹤0.01%
6,159
-1,713
828
$575K ﹤0.01%
10,740
829
$574K ﹤0.01%
5,788
-782
830
$574K ﹤0.01%
16,332
-710
831
$572K ﹤0.01%
4,169
-40
832
$571K ﹤0.01%
22,479
+388
833
$570K ﹤0.01%
17,342
+1,097
834
$569K ﹤0.01%
37,977
-1,791
835
$569K ﹤0.01%
58,439
-9,424
836
$565K ﹤0.01%
4,378
+366
837
$564K ﹤0.01%
9,484
+678
838
$562K ﹤0.01%
26,780
839
$562K ﹤0.01%
3,467
-542
840
$561K ﹤0.01%
25,500
+1,000
841
$560K ﹤0.01%
3,001
+750
842
$557K ﹤0.01%
7,561
843
$556K ﹤0.01%
4,320
+220
844
$538K ﹤0.01%
3,750
+882
845
$536K ﹤0.01%
14,102
+4,382
846
$536K ﹤0.01%
11,516
847
$535K ﹤0.01%
1,436
+38
848
$534K ﹤0.01%
853
+61
849
$530K ﹤0.01%
2,503
-4
850
$525K ﹤0.01%
4,717
-904
32 33
34
35 36