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
2126
$16.4K ﹤0.01%
318
-15
2127
$16.4K ﹤0.01%
164
-30
2128
$16.3K ﹤0.01%
159
+67
2129
$16K ﹤0.01%
+1,332
2130
$15.9K ﹤0.01%
+321
2131
$15.9K ﹤0.01%
214
2132
$15.9K ﹤0.01%
1,500
-300
2133
$15.8K ﹤0.01%
5,000
2134
$15.7K ﹤0.01%
+321
2135
$15.6K ﹤0.01%
1,125
2136
$15.6K ﹤0.01%
1,000
2137
$15.5K ﹤0.01%
700
2138
$15.5K ﹤0.01%
300
2139
$15.4K ﹤0.01%
1,412
2140
$15.3K ﹤0.01%
680
2141
$15.3K ﹤0.01%
5,000
2142
$15.2K ﹤0.01%
3,200
-200
2143
$15.2K ﹤0.01%
750
2144
$15.1K ﹤0.01%
482
-268
2145
$15.1K ﹤0.01%
1,300
2146
$15K ﹤0.01%
500
2147
$15K ﹤0.01%
581
-14,465
2148
$14.9K ﹤0.01%
446
-24
2149
$14.8K ﹤0.01%
383
2150
$14.7K ﹤0.01%
+2,173
84 85
86
87 88