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
1226
$167K ﹤0.01%
11,993
1227
$166K ﹤0.01%
3,035
+735
1228
$166K ﹤0.01%
17,154
+2,750
1229
$165K ﹤0.01%
4,191
1230
$165K ﹤0.01%
4,244
-311
1231
$164K ﹤0.01%
1,220
+378
1232
$164K ﹤0.01%
7,639
+675
1233
$164K ﹤0.01%
3,053
-963,451
1234
$164K ﹤0.01%
6,287
+5,455
1235
$163K ﹤0.01%
1,701
-262
1236
$163K ﹤0.01%
26,000
1237
$163K ﹤0.01%
+10,425
1238
$163K ﹤0.01%
1,028
-48
1239
$163K ﹤0.01%
584
-75
1240
$162K ﹤0.01%
4,600
1241
$161K ﹤0.01%
7,975
-258
1242
$161K ﹤0.01%
13,566
1243
$160K ﹤0.01%
2,463
1244
$159K ﹤0.01%
2,454
-77
1245
$158K ﹤0.01%
2,598
-6,838
1246
$158K ﹤0.01%
7,650
1247
$158K ﹤0.01%
1,795
1248
$157K ﹤0.01%
8,377
-2,998
1249
$157K ﹤0.01%
27,471
1250
$157K ﹤0.01%
5,022
+2,636
48 49
50
51 52