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
2851
$475 ﹤0.01%
42
2852
$467 ﹤0.01%
63
2853
$459 ﹤0.01%
34
2854
$450 ﹤0.01%
80
2855
$445 ﹤0.01%
57
2856
$445 ﹤0.01%
10
-270
2857
$444 ﹤0.01%
534
2858
$438 ﹤0.01%
60
2859
$420 ﹤0.01%
250
2860
$416 ﹤0.01%
75
2861
$414 ﹤0.01%
+10
2862
$401 ﹤0.01%
108
2863
$395 ﹤0.01%
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2864
$394 ﹤0.01%
30
2865
$391 ﹤0.01%
23
2866
$390 ﹤0.01%
20
-131
2867
$374 ﹤0.01%
17
2868
$373 ﹤0.01%
6
2869
$373 ﹤0.01%
50
2870
$364 ﹤0.01%
+31
2871
$364 ﹤0.01%
200
2872
$349 ﹤0.01%
100
2873
$337 ﹤0.01%
43
-2,000
2874
$335 ﹤0.01%
186
2875
$324 ﹤0.01%
9
113 114
115
116 117