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
2776
$1.17K ﹤0.01%
43
2777
$1.13K ﹤0.01%
90
2778
$1.13K ﹤0.01%
29
2779
$1.12K ﹤0.01%
10
2780
$1.11K ﹤0.01%
100
2781
$1.11K ﹤0.01%
580
2782
$1.1K ﹤0.01%
200
2783
$1.1K ﹤0.01%
100
2784
$1.1K ﹤0.01%
+200
2785
$1.1K ﹤0.01%
34
-100
2786
$1.09K ﹤0.01%
39
2787
$1.09K ﹤0.01%
25
2788
$1.09K ﹤0.01%
252
-350
2789
$1.08K ﹤0.01%
26
2790
$1.07K ﹤0.01%
73
2791
$1.07K ﹤0.01%
70
-90
2792
$1.07K ﹤0.01%
6
+2
2793
$1.05K ﹤0.01%
154
2794
$1.03K ﹤0.01%
471
2795
$1.02K ﹤0.01%
1,000
-51,100
2796
$1.02K ﹤0.01%
25
2797
$1K ﹤0.01%
250
-150
2798
$993 ﹤0.01%
161
2799
$985 ﹤0.01%
432
2800
$939 ﹤0.01%
27
110 111
112
113 114