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
2476
$4.92K ﹤0.01%
89
-80
2477
$4.9K ﹤0.01%
200
-200
2478
$4.88K ﹤0.01%
41
2479
$4.88K ﹤0.01%
93
2480
$4.88K ﹤0.01%
125
-5
2481
$4.88K ﹤0.01%
66
-39
2482
$4.87K ﹤0.01%
564
2483
$4.86K ﹤0.01%
52
2484
$4.85K ﹤0.01%
63
2485
$4.8K ﹤0.01%
890
-660
2486
$4.8K ﹤0.01%
84
-90
2487
$4.79K ﹤0.01%
165
+90
2488
$4.79K ﹤0.01%
553
2489
$4.78K ﹤0.01%
100
2490
$4.76K ﹤0.01%
1,046
2491
$4.67K ﹤0.01%
287
2492
$4.61K ﹤0.01%
109
2493
$4.57K ﹤0.01%
2,250
+250
2494
$4.56K ﹤0.01%
108
2495
$4.55K ﹤0.01%
2,500
2496
$4.54K ﹤0.01%
69
-327
2497
$4.51K ﹤0.01%
+150
2498
$4.51K ﹤0.01%
351
2499
$4.5K ﹤0.01%
1,420
2500
$4.47K ﹤0.01%
100
98 99
100
101 102