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
2901
$148 ﹤0.01%
83
2902
$145 ﹤0.01%
3
2903
$134 ﹤0.01%
4
-95
2904
$133 ﹤0.01%
26
2905
$132 ﹤0.01%
39
-100
2906
$131 ﹤0.01%
10
2907
$126 ﹤0.01%
6
2908
$120 ﹤0.01%
+5
2909
$117 ﹤0.01%
71
2910
$115 ﹤0.01%
29
-1
2911
$113 ﹤0.01%
5
2912
$109 ﹤0.01%
4
-1,301
2913
$105 ﹤0.01%
30
2914
$101 ﹤0.01%
6
-694
2915
$101 ﹤0.01%
95
2916
$95 ﹤0.01%
23
2917
$93 ﹤0.01%
2
-5
2918
$92 ﹤0.01%
1,041
2919
$84 ﹤0.01%
53
2920
$84 ﹤0.01%
105
2921
$79 ﹤0.01%
29
-42
2922
$77 ﹤0.01%
1
2923
$75 ﹤0.01%
17
2924
$75 ﹤0.01%
20
2925
$64 ﹤0.01%
7
115 116
117
118 119