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
1301
$139K ﹤0.01%
3,952
-1,650
1302
$139K ﹤0.01%
6,448
-1,215
1303
$138K ﹤0.01%
4,776
1304
$137K ﹤0.01%
2,246
-66
1305
$137K ﹤0.01%
1,340
+30
1306
$137K ﹤0.01%
4,816
1307
$137K ﹤0.01%
421
-105
1308
$137K ﹤0.01%
3,053
-1,194
1309
$137K ﹤0.01%
1,520
-299
1310
$136K ﹤0.01%
14,685
-6,871
1311
$136K ﹤0.01%
1,372
1312
$136K ﹤0.01%
591
-50
1313
$136K ﹤0.01%
2,031
+499
1314
$136K ﹤0.01%
2,010
1315
$135K ﹤0.01%
5,789
-1
1316
$135K ﹤0.01%
1,160
+6
1317
$134K ﹤0.01%
11,300
-490
1318
$134K ﹤0.01%
6,969
+1,538
1319
$134K ﹤0.01%
289
-192
1320
$133K ﹤0.01%
8,098
-7,418
1321
$133K ﹤0.01%
1,321
-4
1322
$132K ﹤0.01%
1,486
+1,338
1323
$131K ﹤0.01%
5,390
-2,200
1324
$131K ﹤0.01%
2,572
-5,681
1325
$131K ﹤0.01%
611
-74
51 52
53
54 55