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
2726
$1.67K ﹤0.01%
+44
2727
$1.66K ﹤0.01%
24
2728
$1.64K ﹤0.01%
41
2729
$1.63K ﹤0.01%
73
2730
$1.6K ﹤0.01%
69
+25
2731
$1.6K ﹤0.01%
76
+1
2732
$1.58K ﹤0.01%
86
-5,600
2733
$1.57K ﹤0.01%
12
2734
$1.57K ﹤0.01%
900
2735
$1.57K ﹤0.01%
131
2736
$1.57K ﹤0.01%
+19
2737
$1.57K ﹤0.01%
418
2738
$1.56K ﹤0.01%
145
-1,000
2739
$1.56K ﹤0.01%
15
-2
2740
$1.55K ﹤0.01%
50
2741
$1.51K ﹤0.01%
+25
2742
$1.5K ﹤0.01%
132
2743
$1.49K ﹤0.01%
135
2744
$1.48K ﹤0.01%
110
-1,056
2745
$1.44K ﹤0.01%
52
-304
2746
$1.42K ﹤0.01%
+300
2747
$1.41K ﹤0.01%
250
2748
$1.41K ﹤0.01%
63
2749
$1.4K ﹤0.01%
50
2750
$1.39K ﹤0.01%
21
108 109
110
111 112