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
2526
$4.29K ﹤0.01%
201
+4
2527
$4.29K ﹤0.01%
91
2528
$4.27K ﹤0.01%
237
2529
$4.26K ﹤0.01%
258
2530
$4.24K ﹤0.01%
323
+14
2531
$4.21K ﹤0.01%
178
2532
$4.17K ﹤0.01%
33
-201
2533
$4.14K ﹤0.01%
675
2534
$4.12K ﹤0.01%
153
2535
$4.11K ﹤0.01%
157
2536
$4.11K ﹤0.01%
+210
2537
$4.11K ﹤0.01%
45
-368
2538
$4.07K ﹤0.01%
300
-2,398
2539
$4.05K ﹤0.01%
22
2540
$4.02K ﹤0.01%
159
-60
2541
$4.02K ﹤0.01%
237
-1,011
2542
$3.96K ﹤0.01%
780
2543
$3.96K ﹤0.01%
+41
2544
$3.96K ﹤0.01%
335
2545
$3.95K ﹤0.01%
402
2546
$3.94K ﹤0.01%
170
2547
$3.94K ﹤0.01%
121
-2,318
2548
$3.94K ﹤0.01%
100
2549
$3.9K ﹤0.01%
82
-1,143
2550
$3.88K ﹤0.01%
110
-10
100 101
102
103 104