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
1926
$28K ﹤0.01%
1,553
+1,035
1927
$28K ﹤0.01%
703
-1,800
1928
$27.9K ﹤0.01%
1,884
+312
1929
$27.9K ﹤0.01%
850
1930
$27.9K ﹤0.01%
840
-3,774
1931
$27.8K ﹤0.01%
343
-5,324
1932
$27.8K ﹤0.01%
550
+25
1933
$27.7K ﹤0.01%
2,050
1934
$27.3K ﹤0.01%
2,800
-1,500
1935
$27K ﹤0.01%
106
-5
1936
$27K ﹤0.01%
113
-95
1937
$26.9K ﹤0.01%
329
1938
$26.8K ﹤0.01%
1,617
1939
$26.6K ﹤0.01%
187
+87
1940
$26.5K ﹤0.01%
696
+43
1941
$26.5K ﹤0.01%
1,000
1942
$26.5K ﹤0.01%
367
-2,046
1943
$26.5K ﹤0.01%
512
-323
1944
$26.5K ﹤0.01%
200
1945
$26.3K ﹤0.01%
1,570
+70
1946
$26.3K ﹤0.01%
+100
1947
$26.3K ﹤0.01%
1,500
1948
$26.1K ﹤0.01%
1,800
1949
$26.1K ﹤0.01%
337
-6
1950
$26K ﹤0.01%
179
-267
76 77
78
79 80