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
3101
– –
-1,485
3102
– –
-1
3103
– –
-2,200
3104
– –
-12
3105
– –
-4,740
3106
– –
-3,000
3107
– –
-125
3108
– –
-1,000
3109
– –
-184
3110
– –
-445
3111
– –
-12,811
3112
– –
-175
3113
– –
-15,044
3114
– –
-11
3115
– –
-200
3116
– –
-700
3117
– –
-550
3118
– –
-380
3119
– –
-346
3120
– –
-48,882
3121
– –
-585
3122
– –
-2,000
3123
– –
-350
3124
– –
-1,094
3125
– –
-6,000
123 124
125
126 127