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
326
$11.4M 0.02%
146,627
+776
327
$11.4M 0.02%
809,891
328
$11.3M 0.02%
106,556
+638
329
$11.3M 0.02%
32,716
+5,314
330
$10.9M 0.02%
17,343
+454
331
$10.7M 0.02%
206,785
+6,302
332
$10.7M 0.02%
83,514
-1,262
333
$10.5M 0.02%
45,048
+403
334
$10.5M 0.02%
284,829
+3,256
335
$10.4M 0.02%
49,086
+415
336
$10.2M 0.02%
340,806
-1,381
337
$10.1M 0.02%
42,716
-107
338
$10.1M 0.02%
192,500
339
$9.94M 0.02%
81,618
-732,819
340
$9.8M 0.02%
443,747
+3,741
341
$9.76M 0.02%
490,880
+27,532
342
$9.73M 0.02%
94,845
-2,011
343
$9.6M 0.02%
164,993
-866
344
$9.47M 0.02%
34,431
-314
345
$9.35M 0.02%
163,892
-2,886
346
$9.34M 0.02%
182,177
-12,584
347
$9.32M 0.02%
51,746
+23,712
348
$8.93M 0.02%
51,983
+4,436
349
$8.78M 0.02%
72,071
-3,648
350
$8.67M 0.02%
169,266
-1,006
12 13
14
15 16