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
276
$18.7M 0.03%
67,008
-163
277
$18.4M 0.03%
727,732
-66,588
278
$18.4M 0.03%
88,939
-2,064
279
$18.4M 0.03%
144,896
-9,771
280
$18M 0.03%
516,416
-43,135
281
$17.9M 0.03%
249,469
+4,310
282
$17.8M 0.03%
1,059,828
+313,049
283
$17.8M 0.03%
37,896
-1,238
284
$17.7M 0.03%
42,797
+362
285
$17.6M 0.03%
135,852
-2,386
286
$17.5M 0.03%
168,541
+6,825
287
$17.5M 0.03%
307,582
+11,057
288
$17.2M 0.03%
167,566
-127,955
289
$16.8M 0.03%
352,111
+36,547
290
$16.8M 0.03%
226,172
-2,302,841
291
$16.7M 0.03%
138,586
-672
292
$16.3M 0.03%
84,817
-4,699
293
$16M 0.03%
185,308
-6,530
294
$15.7M 0.03%
90,880
-10,155
295
$15.7M 0.03%
44,593
+43,515
296
$15.6M 0.03%
169,056
-6,653
297
$15.5M 0.03%
44,412
-6,622
298
$15M 0.03%
129,244
+15,385
299
$15M 0.03%
61,098
+1,394
300
$14.9M 0.03%
41,279
-1,148
10 11
12
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