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
2951
$10 ﹤0.01%
1
2952
– –
-3,033
2953
$7 ﹤0.01%
4
2954
$7 ﹤0.01%
1
2955
$6 ﹤0.01%
+1
2956
$5 ﹤0.01%
1
2957
– –
0
2958
– –
0
2959
$4 ﹤0.01%
+1
2960
– –
0
2961
– –
0
2962
$2 ﹤0.01%
1
2963
$2 ﹤0.01%
100
2964
– –
0
2965
– –
0
2966
$2 ﹤0.01%
1
2967
– –
0
2968
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0
2969
– –
0
2970
$1 ﹤0.01%
+1
2971
– –
-7,963
2972
– –
-12,042
2973
– –
-85
2974
– –
-1,533
2975
– –
-647
117 118
119
120 121