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
1526
$73.9K ﹤0.01%
4,825
1527
$73.9K ﹤0.01%
555
+160
1528
$73.7K ﹤0.01%
1,950
1529
$73.7K ﹤0.01%
1,426
-364
1530
$73.5K ﹤0.01%
639
+87
1531
$73.4K ﹤0.01%
113
-17
1532
$73.2K ﹤0.01%
962
+62
1533
$72.9K ﹤0.01%
1,599
1534
$72.8K ﹤0.01%
1,978
-210
1535
$72.8K ﹤0.01%
290
+110
1536
$72.5K ﹤0.01%
680
1537
$72.5K ﹤0.01%
8,232
+731
1538
$72.5K ﹤0.01%
591
-823
1539
$72.4K ﹤0.01%
2,855
-70
1540
$72.3K ﹤0.01%
+571
1541
$72.3K ﹤0.01%
22,233
1542
$72K ﹤0.01%
1,752
+1,102
1543
$71.9K ﹤0.01%
1,665
-551
1544
$71.8K ﹤0.01%
1,013
-151
1545
$71.3K ﹤0.01%
8,040
1546
$70.9K ﹤0.01%
3,832
-1
1547
$70.9K ﹤0.01%
2,128
+560
1548
$70.8K ﹤0.01%
1,103
+160
1549
$70.8K ﹤0.01%
931
+62
1550
$70.7K ﹤0.01%
975
-321
60 61
62
63 64