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
351
$8.63M 0.02%
360,848
-189,152
352
$8.56M 0.02%
165,219
+7,758
353
$8.47M 0.02%
51,747
-358
354
$8.38M 0.02%
12,512
-93,279
355
$8.37M 0.02%
83,407
+23,241
356
$8.21M 0.01%
24,396
+4,073
357
$8.2M 0.01%
104,369
-530
358
$7.86M 0.01%
60,075
-1,954
359
$7.85M 0.01%
25,024
-20
360
$7.77M 0.01%
481,115
-7,137
361
$7.76M 0.01%
13,519
-716
362
$7.65M 0.01%
26,277
-1,151
363
$7.62M 0.01%
58,215
-1,345
364
$7.51M 0.01%
109,757
-11,425
365
$7.5M 0.01%
170,711
+14,340
366
$7.43M 0.01%
108,862
+16,479
367
$7.35M 0.01%
188,757
+6,432
368
$7.27M 0.01%
206,757
-135,770
369
$7.26M 0.01%
164,371
-34,262
370
$7.22M 0.01%
26,480
-4,584
371
$7.09M 0.01%
89,835
-4,259
372
$7.07M 0.01%
58,400
+48,936
373
$7.04M 0.01%
+709,945
374
$7.01M 0.01%
192,200
-13,502
375
$6.7M 0.01%
139,147
+134,948
13 14
15
16 17