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
1826
$34.7K ﹤0.01%
2,198
+14
1827
$34.7K ﹤0.01%
242
+26
1828
$34.6K ﹤0.01%
1,461
-1,214
1829
$34.5K ﹤0.01%
1,450
1830
$34.4K ﹤0.01%
463
+152
1831
$34.3K ﹤0.01%
+405
1832
$34.2K ﹤0.01%
1,189
-250
1833
$34K ﹤0.01%
1,983
1834
$33.9K ﹤0.01%
353
-86
1835
$33.9K ﹤0.01%
5,313
1836
$33.8K ﹤0.01%
467
-9,532
1837
$33.8K ﹤0.01%
2,870
1838
$33.8K ﹤0.01%
365
+17
1839
$33.7K ﹤0.01%
4,600
1840
$33.7K ﹤0.01%
1,195
-2,852,606
1841
$33.6K ﹤0.01%
360
1842
$33.6K ﹤0.01%
2,700
1843
$33.6K ﹤0.01%
1,368
-3
1844
$33.4K ﹤0.01%
966
1845
$33.3K ﹤0.01%
470
+430
1846
$33.3K ﹤0.01%
2,082
-3,290
1847
$33.3K ﹤0.01%
4,430
+1,000
1848
$33.2K ﹤0.01%
438
-7
1849
$33.2K ﹤0.01%
708
1850
$33.2K ﹤0.01%
1,037
-2,032
72 73
74
75 76