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
2251
$10.5K ﹤0.01%
+168
2252
$10.5K ﹤0.01%
7,076
2253
$10.4K ﹤0.01%
349
2254
$10.4K ﹤0.01%
338
2255
$10.4K ﹤0.01%
500
+480
2256
$10.3K ﹤0.01%
195
2257
$10.3K ﹤0.01%
104
2258
$10.3K ﹤0.01%
413
+6
2259
$10.2K ﹤0.01%
800
2260
$10.2K ﹤0.01%
662
2261
$10.2K ﹤0.01%
600
2262
$10.1K ﹤0.01%
407
2263
$10.1K ﹤0.01%
282
-359
2264
$10.1K ﹤0.01%
237
2265
$10.1K ﹤0.01%
58
2266
$10K ﹤0.01%
1,400
2267
$10K ﹤0.01%
497
2268
$9.98K ﹤0.01%
203
2269
$9.95K ﹤0.01%
779
-217
2270
$9.93K ﹤0.01%
380
2271
$9.93K ﹤0.01%
1,227
2272
$9.91K ﹤0.01%
406
+4
2273
$9.86K ﹤0.01%
160
2274
$9.84K ﹤0.01%
373
2275
$9.83K ﹤0.01%
855
+200
89 90
91
92 93