CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
+$218M
2
+$190M
3
+$125M
4
VRT icon
Vertiv
VRT
+$108M
5
MRVL icon
Marvell Technology
MRVL
+$106M

Top Sells

1
+$260M
2
+$171M
3
+$134M
4
HD icon
Home Depot
HD
+$120M
5
ZETA icon
Zeta Global
ZETA
+$97.7M

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
226
$31.1M 0.06%
144,375
-16,703
227
$30.8M 0.06%
1,417,716
+5,176
228
$30.8M 0.06%
85,778
-2,124
229
$30.6M 0.06%
298,711
-13,796
230
$30.5M 0.06%
988,403
+173,848
231
$30.1M 0.05%
67,172
-1,754
232
$29.9M 0.05%
614,004
-64,868
233
$29.3M 0.05%
1,711,519
+1,642,645
234
$29.2M 0.05%
1,380,535
+113,068
235
$29M 0.05%
346,229
+86,724
236
$28.7M 0.05%
322,436
+299,855
237
$28.5M 0.05%
393,337
-10,950
238
$28.4M 0.05%
68,493
-32,133
239
$27.5M 0.05%
452,140
-247
240
$27.1M 0.05%
304,779
-6,385
241
$26.3M 0.05%
978,632
-319,361
242
$26.2M 0.05%
111,727
-3,000
243
$25.9M 0.05%
166,847
-4,465
244
$25.4M 0.05%
383,953
-45,943
245
$24.6M 0.04%
123,007
-6,526
246
$24.3M 0.04%
631,123
+222,358
247
$23.9M 0.04%
50,721
-629
248
$23.7M 0.04%
256,277
-27,751
249
$23.6M 0.04%
57,098
-1,633
250
$23.5M 0.04%
329,091
+11,038
8 9
10
11 12