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
2601
$3.23K ﹤0.01%
98
2602
$3.22K ﹤0.01%
2,350
2603
$3.17K ﹤0.01%
1,509
-1,000
2604
$3.16K ﹤0.01%
73
2605
$3.15K ﹤0.01%
781
2606
$3.15K ﹤0.01%
330
2607
$3.14K ﹤0.01%
70
2608
$3.13K ﹤0.01%
407
2609
$3.13K ﹤0.01%
367
2610
$3.11K ﹤0.01%
28
2611
$3.11K ﹤0.01%
244
-22
2612
$3.1K ﹤0.01%
225
-25
2613
$3.09K ﹤0.01%
722
-181
2614
$3.05K ﹤0.01%
268
+1
2615
$3.04K ﹤0.01%
122
-65
2616
$3.03K ﹤0.01%
304
+144
2617
$3.02K ﹤0.01%
110
+60
2618
$2.99K ﹤0.01%
423
2619
$2.96K ﹤0.01%
+33
2620
$2.92K ﹤0.01%
1,112
2621
$2.92K ﹤0.01%
310
2622
$2.92K ﹤0.01%
61
2623
$2.91K ﹤0.01%
43
2624
$2.89K ﹤0.01%
860
2625
$2.89K ﹤0.01%
50
103 104
105
106 107