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
76
$203M 0.37%
3,510,992
-95,635
77
$203M 0.37%
344,180
+104,627
78
$199M 0.36%
3,440,098
+22,924
79
$195M 0.35%
431,918
-12,626
80
$192M 0.35%
4,410,231
+619,465
81
$188M 0.34%
1,054,103
-23,714
82
$185M 0.33%
958,386
-27,438
83
$181M 0.33%
1,046,899
-418,295
84
$181M 0.33%
337,965
-4,132
85
$177M 0.32%
3,676,943
+71,296
86
$177M 0.32%
1,494,622
+897,839
87
$174M 0.31%
1,020,025
+19,176
88
$168M 0.31%
2,885,587
-119,082
89
$168M 0.3%
875,189
+30,904
90
$161M 0.29%
1,836,850
-51,460
91
$160M 0.29%
493,563
+101,904
92
$157M 0.28%
949,714
-25,376
93
$146M 0.26%
227,317
+1,870
94
$144M 0.26%
1,787,715
-59,220
95
$143M 0.26%
1,391,002
-21,676
96
$141M 0.26%
2,907,006
+20,941
97
$141M 0.26%
3,614,117
-25,591
98
$136M 0.25%
143,231
-1,880
99
$134M 0.24%
76,880
-38,953
100
$131M 0.24%
1,795,392
-39,233
2 3
4
5 6