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
2826
$714 ﹤0.01%
+72
2827
$708 ﹤0.01%
33
2828
$706 ﹤0.01%
200
-53
2829
$694 ﹤0.01%
49
2830
$691 ﹤0.01%
100
2831
$679 ﹤0.01%
67
-125
2832
$666 ﹤0.01%
300
2833
$652 ﹤0.01%
123
2834
$623 ﹤0.01%
100
-40
2835
$611 ﹤0.01%
50
2836
$607 ﹤0.01%
1,099
+999
2837
$589 ﹤0.01%
36
2838
$585 ﹤0.01%
80
2839
$583 ﹤0.01%
34
-50
2840
$574 ﹤0.01%
25
2841
$573 ﹤0.01%
+63
2842
$561 ﹤0.01%
57
-530
2843
$555 ﹤0.01%
300
2844
$545 ﹤0.01%
290
2845
$542 ﹤0.01%
18
2846
$531 ﹤0.01%
300
2847
$518 ﹤0.01%
836
2848
$515 ﹤0.01%
129
2849
$491 ﹤0.01%
26
2850
$490 ﹤0.01%
100
112 113
114
115 116