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
2676
$2.22K ﹤0.01%
113
-1,210
2677
$2.22K ﹤0.01%
202
+2
2678
$2.21K ﹤0.01%
103
2679
$2.18K ﹤0.01%
200
-100
2680
$2.17K ﹤0.01%
157
2681
$2.16K ﹤0.01%
402
+167
2682
$2.16K ﹤0.01%
41
2683
$2.15K ﹤0.01%
500
-125
2684
$2.14K ﹤0.01%
137
2685
$2.14K ﹤0.01%
19
2686
$2.14K ﹤0.01%
240
-2,671
2687
$2.13K ﹤0.01%
33
2688
$2.12K ﹤0.01%
600
2689
$2.12K ﹤0.01%
23
2690
$2.1K ﹤0.01%
85
-12
2691
$2.09K ﹤0.01%
64
-587
2692
$2.09K ﹤0.01%
140
-60
2693
$2.08K ﹤0.01%
73
2694
$2.07K ﹤0.01%
263
2695
$2.06K ﹤0.01%
+60
2696
$2.05K ﹤0.01%
37
-217
2697
$2.05K ﹤0.01%
50
-20
2698
$2.04K ﹤0.01%
2,000
2699
$2.02K ﹤0.01%
65
2700
$2.02K ﹤0.01%
28
-67
106 107
108
109 110