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
2801
$912 ﹤0.01%
4
2802
$911 ﹤0.01%
30
-40
2803
$907 ﹤0.01%
40
-10
2804
$907 ﹤0.01%
+10
2805
$895 ﹤0.01%
+14
2806
$869 ﹤0.01%
135
2807
$851 ﹤0.01%
63
2808
$847 ﹤0.01%
146
2809
$846 ﹤0.01%
147
2810
$845 ﹤0.01%
325
-200
2811
$836 ﹤0.01%
110
2812
$833 ﹤0.01%
75
2813
$819 ﹤0.01%
140
2814
$815 ﹤0.01%
30
-4,000
2815
$804 ﹤0.01%
17
2816
$800 ﹤0.01%
9
2817
$791 ﹤0.01%
510
2818
$781 ﹤0.01%
+20
2819
$775 ﹤0.01%
1,000
-661
2820
$766 ﹤0.01%
288
-6
2821
$748 ﹤0.01%
+23
2822
$747 ﹤0.01%
40
+35
2823
$739 ﹤0.01%
39
2824
$723 ﹤0.01%
79
2825
$722 ﹤0.01%
1,290
111 112
113
114 115