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
2651
$2.54K ﹤0.01%
29
2652
$2.52K ﹤0.01%
16
2653
$2.49K ﹤0.01%
110
-30
2654
$2.48K ﹤0.01%
748
2655
$2.48K ﹤0.01%
180
2656
$2.47K ﹤0.01%
60
2657
$2.46K ﹤0.01%
47
2658
$2.46K ﹤0.01%
73
-55
2659
$2.46K ﹤0.01%
84
2660
$2.45K ﹤0.01%
125
2661
$2.44K ﹤0.01%
27
2662
$2.41K ﹤0.01%
107
-99
2663
$2.41K ﹤0.01%
1,800
2664
$2.41K ﹤0.01%
700
2665
$2.38K ﹤0.01%
28
-225
2666
$2.38K ﹤0.01%
322
2667
$2.37K ﹤0.01%
179
-96
2668
$2.35K ﹤0.01%
455
2669
$2.34K ﹤0.01%
175
+75
2670
$2.32K ﹤0.01%
72
-95
2671
$2.3K ﹤0.01%
496
2672
$2.25K ﹤0.01%
+40
2673
$2.24K ﹤0.01%
96
2674
$2.23K ﹤0.01%
+23
2675
$2.23K ﹤0.01%
4,458
-70
105 106
107
108 109