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
2701
$2.01K ﹤0.01%
+75
2702
$1.99K ﹤0.01%
+40
2703
$1.98K ﹤0.01%
299
2704
$1.97K ﹤0.01%
+75
2705
$1.96K ﹤0.01%
1,000
2706
$1.95K ﹤0.01%
66
2707
$1.94K ﹤0.01%
86
2708
$1.94K ﹤0.01%
125
2709
$1.93K ﹤0.01%
170
2710
$1.89K ﹤0.01%
115
2711
$1.88K ﹤0.01%
300
2712
$1.88K ﹤0.01%
50
2713
$1.87K ﹤0.01%
3,023
2714
$1.84K ﹤0.01%
138
2715
$1.84K ﹤0.01%
180
2716
$1.81K ﹤0.01%
+100
2717
$1.8K ﹤0.01%
1,000
2718
$1.79K ﹤0.01%
85
2719
$1.74K ﹤0.01%
200
2720
$1.74K ﹤0.01%
11
2721
$1.74K ﹤0.01%
50
2722
$1.74K ﹤0.01%
65
-314
2723
$1.71K ﹤0.01%
60
2724
$1.7K ﹤0.01%
+52
2725
$1.67K ﹤0.01%
69
-365
107 108
109
110 111