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
1776
$38.8K ﹤0.01%
317
1777
$38.7K ﹤0.01%
150
1778
$38.6K ﹤0.01%
718
1779
$38.6K ﹤0.01%
588
+82
1780
$38.5K ﹤0.01%
564
+10
1781
$38.5K ﹤0.01%
994
1782
$38.4K ﹤0.01%
1,731
-1,614
1783
$38.4K ﹤0.01%
4,175
1784
$38.4K ﹤0.01%
1,125
-1,300
1785
$38.3K ﹤0.01%
+540
1786
$38.3K ﹤0.01%
+394
1787
$38.1K ﹤0.01%
541
-30
1788
$38K ﹤0.01%
1,060
+445
1789
$38K ﹤0.01%
2,407
-122
1790
$38K ﹤0.01%
393
1791
$37.8K ﹤0.01%
+8,700
1792
$37.5K ﹤0.01%
488
1793
$37.2K ﹤0.01%
670
1794
$37.1K ﹤0.01%
600
1795
$36.9K ﹤0.01%
1,064
-1,286
1796
$36.7K ﹤0.01%
259
+1
1797
$36.6K ﹤0.01%
762
-22
1798
$36.5K ﹤0.01%
4,000
-4,317
1799
$36.4K ﹤0.01%
648
-198
1800
$36.4K ﹤0.01%
10,000
-4,000
70 71
72
73 74