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
1551
$70.7K ﹤0.01%
682
-190
1552
$70.6K ﹤0.01%
343
1553
$70.4K ﹤0.01%
8,503
+103
1554
$70.1K ﹤0.01%
1,124
+100
1555
$70.1K ﹤0.01%
1,148
+306
1556
$70.1K ﹤0.01%
2,222
-385
1557
$70K ﹤0.01%
3,764
-20
1558
$69.6K ﹤0.01%
2,142
1559
$69.4K ﹤0.01%
2,379
+2,331
1560
$69.2K ﹤0.01%
937
-148
1561
$68.4K ﹤0.01%
2,152
+332
1562
$68.3K ﹤0.01%
1,190
1563
$68.3K ﹤0.01%
2,453
-4,864
1564
$68.3K ﹤0.01%
1,885
-163
1565
$68.1K ﹤0.01%
6,328
+459
1566
$68K ﹤0.01%
2,081
-386
1567
$67.9K ﹤0.01%
3,216
-3,759
1568
$67.1K ﹤0.01%
997
-12
1569
$67.1K ﹤0.01%
604
-73
1570
$67K ﹤0.01%
7,060
+4,000
1571
$66.8K ﹤0.01%
768
-1,040
1572
$66.7K ﹤0.01%
2,375
1573
$66.7K ﹤0.01%
1,225
1574
$66.4K ﹤0.01%
280
-399
1575
$66.3K ﹤0.01%
1,869
61 62
63
64 65