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
1726
$43.4K ﹤0.01%
1,177
1727
$43.4K ﹤0.01%
547
+127
1728
$43.3K ﹤0.01%
1,241
1729
$43.3K ﹤0.01%
322
+10
1730
$43.2K ﹤0.01%
666
-17
1731
$43.1K ﹤0.01%
951
-218
1732
$42.9K ﹤0.01%
1,037
-100
1733
$42.6K ﹤0.01%
715
1734
$42.6K ﹤0.01%
1,093
+10
1735
$42.6K ﹤0.01%
7,000
1736
$42.3K ﹤0.01%
1,156
1737
$42.3K ﹤0.01%
481
-762
1738
$42.3K ﹤0.01%
907
+522
1739
$42.3K ﹤0.01%
10,000
1740
$42.2K ﹤0.01%
+2,513
1741
$42.1K ﹤0.01%
720
-50
1742
$42.1K ﹤0.01%
386
+178
1743
$41.9K ﹤0.01%
500
1744
$41.8K ﹤0.01%
1,320
-1,859
1745
$41.6K ﹤0.01%
1,618
-120
1746
$41.5K ﹤0.01%
1,890
+427
1747
$41.4K ﹤0.01%
308
-290
1748
$41.3K ﹤0.01%
2,250
-451
1749
$41.3K ﹤0.01%
2,560
-6,465
1750
$41.2K ﹤0.01%
1,316
68 69
70
71 72