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
101
$131M 0.24%
3,215,095
+181,546
102
$128M 0.23%
1,198,845
+350,703
103
$128M 0.23%
575,086
-45,780
104
$126M 0.23%
555,929
+403,255
105
$126M 0.23%
2,510,086
+148,099
106
$119M 0.22%
60,576
-224
107
$117M 0.21%
823,980
-17,102
108
$117M 0.21%
564,134
-29,882
109
$116M 0.21%
124,840
-5,632
110
$114M 0.21%
496,628
-11,074
111
$109M 0.2%
846,471
+838,472
112
$109M 0.2%
323,524
-8,806
113
$106M 0.19%
171,145
-123,470
114
$105M 0.19%
1,113,239
-77,306
115
$105M 0.19%
1,016,176
-8,767
116
$104M 0.19%
466,139
-7,770
117
$103M 0.19%
1,233,852
+47,991
118
$103M 0.19%
1,027,178
-52,280
119
$102M 0.18%
3,337,595
+109,965
120
$101M 0.18%
346,867
+1,069
121
$101M 0.18%
161,417
-3,623
122
$100M 0.18%
778,500
+86,501
123
$100M 0.18%
436,109
-5,244
124
$97.2M 0.18%
137,054
-3,501
125
$97.1M 0.18%
1,057,947
-4,966
3 4
5
6 7