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
2351
$7.68K ﹤0.01%
100
2352
$7.67K ﹤0.01%
95
-1,305
2353
$7.66K ﹤0.01%
750
2354
$7.66K ﹤0.01%
90
-110
2355
$7.58K ﹤0.01%
1,409
+37
2356
$7.57K ﹤0.01%
400
2357
$7.49K ﹤0.01%
+153
2358
$7.48K ﹤0.01%
82
+5
2359
$7.46K ﹤0.01%
300
2360
$7.45K ﹤0.01%
360
-360
2361
$7.44K ﹤0.01%
+80
2362
$7.43K ﹤0.01%
114
-59
2363
$7.37K ﹤0.01%
214
+111
2364
$7.35K ﹤0.01%
1,223
2365
$7.32K ﹤0.01%
270
2366
$7.31K ﹤0.01%
200
2367
$7.18K ﹤0.01%
590
2368
$7.18K ﹤0.01%
106
-268
2369
$7.18K ﹤0.01%
24
-13
2370
$7.14K ﹤0.01%
809
2371
$7.14K ﹤0.01%
110
2372
$7.13K ﹤0.01%
228
-450
2373
$7.11K ﹤0.01%
104
+100
2374
$7.08K ﹤0.01%
+110
2375
$7.05K ﹤0.01%
424
93 94
95
96 97