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
2626
$2.89K ﹤0.01%
105
2627
$2.83K ﹤0.01%
+116
2628
$2.82K ﹤0.01%
93
2629
$2.82K ﹤0.01%
87
2630
$2.81K ﹤0.01%
100
2631
$2.81K ﹤0.01%
+7
2632
$2.81K ﹤0.01%
425
2633
$2.78K ﹤0.01%
133
2634
$2.76K ﹤0.01%
200
2635
$2.75K ﹤0.01%
775
2636
$2.74K ﹤0.01%
501
2637
$2.74K ﹤0.01%
2,280
2638
$2.73K ﹤0.01%
+57
2639
$2.71K ﹤0.01%
105
-21
2640
$2.7K ﹤0.01%
339
2641
$2.69K ﹤0.01%
250
2642
$2.69K ﹤0.01%
1,649
+999
2643
$2.67K ﹤0.01%
57
2644
$2.65K ﹤0.01%
45
2645
$2.64K ﹤0.01%
383
2646
$2.63K ﹤0.01%
100
-20
2647
$2.62K ﹤0.01%
27
2648
$2.62K ﹤0.01%
+47
2649
$2.6K ﹤0.01%
93
-1,301
2650
$2.59K ﹤0.01%
207
-1,100
104 105
106
107 108