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
851
$525K ﹤0.01%
4,980
-76
852
$522K ﹤0.01%
8,653
+902
853
$520K ﹤0.01%
39,798
-5,376
854
$519K ﹤0.01%
2,854
-350
855
$518K ﹤0.01%
22,400
+300
856
$513K ﹤0.01%
8,810
+1,375
857
$507K ﹤0.01%
10,000
858
$507K ﹤0.01%
58,700
-140
859
$498K ﹤0.01%
3,234
+31
860
$498K ﹤0.01%
1,939
-6
861
$498K ﹤0.01%
7,775
+1,497
862
$498K ﹤0.01%
5,686
-3,576
863
$496K ﹤0.01%
2,549
-232
864
$495K ﹤0.01%
11,869
-3,346
865
$495K ﹤0.01%
11,659
-163
866
$491K ﹤0.01%
16,590
+411
867
$489K ﹤0.01%
17,998
-340
868
$483K ﹤0.01%
1,162
+567
869
$483K ﹤0.01%
7,289
-66,247
870
$482K ﹤0.01%
6,947
+2,359
871
$481K ﹤0.01%
9,524
+81
872
$481K ﹤0.01%
17,133
873
$481K ﹤0.01%
2,813
874
$480K ﹤0.01%
10,045
+3,383
875
$479K ﹤0.01%
23,094
+13,483
33 34
35
36 37