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
2501
$4.47K ﹤0.01%
150
2502
$4.44K ﹤0.01%
254
2503
$4.44K ﹤0.01%
30
2504
$4.43K ﹤0.01%
159
2505
$4.41K ﹤0.01%
36
+20
2506
$4.4K ﹤0.01%
+219
2507
$4.39K ﹤0.01%
100
-80
2508
$4.39K ﹤0.01%
3,939
2509
$4.37K ﹤0.01%
200
2510
$4.37K ﹤0.01%
30
2511
$4.36K ﹤0.01%
234
2512
$4.36K ﹤0.01%
78
2513
$4.35K ﹤0.01%
200
2514
$4.35K ﹤0.01%
108
-220
2515
$4.35K ﹤0.01%
101
2516
$4.35K ﹤0.01%
144
2517
$4.34K ﹤0.01%
246
-92
2518
$4.34K ﹤0.01%
+685
2519
$4.33K ﹤0.01%
503
-111
2520
$4.32K ﹤0.01%
157
-729
2521
$4.32K ﹤0.01%
255
2522
$4.31K ﹤0.01%
128
+37
2523
$4.3K ﹤0.01%
100
+80
2524
$4.29K ﹤0.01%
255
2525
$4.29K ﹤0.01%
83
99 100
101
102 103