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
1076
$249K ﹤0.01%
+5,942
1077
$249K ﹤0.01%
3,066
-152
1078
$248K ﹤0.01%
1,160
-125
1079
$248K ﹤0.01%
2,228
+1,320
1080
$248K ﹤0.01%
2,616
-958
1081
$247K ﹤0.01%
2,181
-16,432
1082
$246K ﹤0.01%
+10,000
1083
$246K ﹤0.01%
5,064
-8,356
1084
$245K ﹤0.01%
8,104
+3,652
1085
$245K ﹤0.01%
1,615
+85
1086
$245K ﹤0.01%
17,162
-3,150
1087
$245K ﹤0.01%
6,258
+1,490
1088
$244K ﹤0.01%
4,543
-446
1089
$243K ﹤0.01%
2,919
+174
1090
$242K ﹤0.01%
3,282
+100
1091
$241K ﹤0.01%
3,160
+3,000
1092
$240K ﹤0.01%
1,742
+318
1093
$237K ﹤0.01%
9,790
+355
1094
$235K ﹤0.01%
6,089
1095
$235K ﹤0.01%
1,684
-231
1096
$235K ﹤0.01%
8,148
+972
1097
$234K ﹤0.01%
6,108
+108
1098
$234K ﹤0.01%
2,277
1099
$233K ﹤0.01%
9,683
+6,206
1100
$232K ﹤0.01%
1,476
+503
42 43
44
45 46