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
1576
$66.1K ﹤0.01%
3,698
-3,560
1577
$65.7K ﹤0.01%
937
-223
1578
$65.7K ﹤0.01%
3,000
-300
1579
$65.5K ﹤0.01%
+2,788
1580
$65.2K ﹤0.01%
1,003
1581
$65.1K ﹤0.01%
2,702
1582
$64.9K ﹤0.01%
950
1583
$64.8K ﹤0.01%
337
-100
1584
$64.8K ﹤0.01%
513
-187
1585
$64.8K ﹤0.01%
+43,182
1586
$64.7K ﹤0.01%
699
-13
1587
$64.5K ﹤0.01%
+607
1588
$64.5K ﹤0.01%
1,177
-839
1589
$64.4K ﹤0.01%
3,042
-4,100
1590
$64.4K ﹤0.01%
1,376
-103
1591
$64.2K ﹤0.01%
557
-10,122
1592
$64.2K ﹤0.01%
3,500
+2,375
1593
$64.1K ﹤0.01%
2,100
1594
$63.7K ﹤0.01%
527
+433
1595
$63.6K ﹤0.01%
34
-5
1596
$63.6K ﹤0.01%
507
+439
1597
$63.3K ﹤0.01%
2,193
-100
1598
$63.3K ﹤0.01%
2,550
+422
1599
$63.3K ﹤0.01%
1,001
+900
1600
$63.2K ﹤0.01%
2,000
62 63
64
65 66