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
126
$97.1M 0.18%
195,928
-6,739
127
$95.1M 0.17%
453,200
+323,045
128
$94.4M 0.17%
404,116
-7,920
129
$93.6M 0.17%
451,898
+13,911
130
$92.5M 0.17%
4,936,982
+1,162,933
131
$90.1M 0.16%
1,029,865
+561
132
$88.9M 0.16%
1,166,027
-11,653
133
$87.4M 0.16%
839,892
+207,285
134
$86.8M 0.16%
328,563
+10,946
135
$86.3M 0.16%
3,324,066
-43,294
136
$85.8M 0.16%
526,006
-4,971
137
$85.5M 0.16%
1,409,089
+297,989
138
$82.3M 0.15%
230,075
-3,255
139
$82M 0.15%
577,679
-14,550
140
$81.2M 0.15%
192,303
-5,889
141
$80.9M 0.15%
665,543
-15,190
142
$80.6M 0.15%
497,496
-22,186
143
$80M 0.15%
436,961
+11,284
144
$77.6M 0.14%
133,726
-1,203
145
$75.5M 0.14%
701,381
+611,071
146
$75.4M 0.14%
3,244,057
+1,057,101
147
$74.4M 0.13%
623,439
+9,826
148
$73.9M 0.13%
1,311,055
-485,844
149
$73.4M 0.13%
308,718
-8,352
150
$72.7M 0.13%
240,139
-105,753
4 5
6
7 8