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
2576
$3.57K ﹤0.01%
2,216
-2,000
2577
$3.53K ﹤0.01%
+219
2578
$3.53K ﹤0.01%
+100
2579
$3.52K ﹤0.01%
330
2580
$3.5K ﹤0.01%
251
2581
$3.5K ﹤0.01%
106
-808
2582
$3.5K ﹤0.01%
178
2583
$3.49K ﹤0.01%
100
2584
$3.49K ﹤0.01%
+1,050
2585
$3.48K ﹤0.01%
91
2586
$3.46K ﹤0.01%
215
2587
$3.44K ﹤0.01%
+51
2588
$3.42K ﹤0.01%
100
2589
$3.37K ﹤0.01%
75
-55
2590
$3.36K ﹤0.01%
25
2591
$3.36K ﹤0.01%
105
2592
$3.35K ﹤0.01%
67
-114
2593
$3.34K ﹤0.01%
120
2594
$3.34K ﹤0.01%
94
2595
$3.32K ﹤0.01%
229
2596
$3.31K ﹤0.01%
154
-2,975
2597
$3.31K ﹤0.01%
100
2598
$3.28K ﹤0.01%
253
2599
$3.24K ﹤0.01%
670
2600
$3.24K ﹤0.01%
50
102 103
104
105 106