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
2876
$314 ﹤0.01%
236
-14
2877
$294 ﹤0.01%
50
-3,388
2878
$292 ﹤0.01%
239
-3
2879
$269 ﹤0.01%
17
2880
$241 ﹤0.01%
80
2881
$233 ﹤0.01%
31
2882
$232 ﹤0.01%
27
2883
$230 ﹤0.01%
5
-5
2884
$225 ﹤0.01%
13
-28
2885
$218 ﹤0.01%
8
-20
2886
$217 ﹤0.01%
655
2887
$201 ﹤0.01%
34
2888
$200 ﹤0.01%
30
2889
$200 ﹤0.01%
4
2890
$199 ﹤0.01%
50
2891
$196 ﹤0.01%
20
-1
2892
$194 ﹤0.01%
50
-500
2893
$192 ﹤0.01%
29
2894
$191 ﹤0.01%
222
2895
$186 ﹤0.01%
123
2896
$182 ﹤0.01%
100
2897
$180 ﹤0.01%
20
2898
$168 ﹤0.01%
5
2899
$159 ﹤0.01%
+7
2900
$157 ﹤0.01%
4,074
114 115
116
117 118