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
2926
$60 ﹤0.01%
28
-784
2927
$39 ﹤0.01%
2
2928
$36 ﹤0.01%
10
2929
$36 ﹤0.01%
3
2930
$33 ﹤0.01%
2
2931
$32 ﹤0.01%
3
2932
$32 ﹤0.01%
400
2933
$30 ﹤0.01%
3
2934
$30 ﹤0.01%
+20
2935
$26 ﹤0.01%
15
2936
$26 ﹤0.01%
3
2937
$26 ﹤0.01%
1
-753
2938
$22 ﹤0.01%
86
2939
$21 ﹤0.01%
6
2940
$20 ﹤0.01%
4
2941
$19 ﹤0.01%
2
2942
$18 ﹤0.01%
1
2943
$16 ﹤0.01%
3
-9
2944
$14 ﹤0.01%
1
2945
$12 ﹤0.01%
1
2946
$12 ﹤0.01%
1
2947
$11 ﹤0.01%
1
2948
– –
0
2949
$11 ﹤0.01%
2
2950
$10 ﹤0.01%
1
116 117
118
119 120