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
376
$6.7M 0.01%
19,011
-84,690
377
$6.7M 0.01%
14,472
+587
378
$6.57M 0.01%
135,404
+38,982
379
$6.55M 0.01%
328,454
+191,549
380
$6.55M 0.01%
89,505
-30,958
381
$6.46M 0.01%
70,009
-203
382
$6.37M 0.01%
63,853
+231
383
$6.37M 0.01%
11,068
-557
384
$6.37M 0.01%
17,369
-365
385
$6.24M 0.01%
20,059
+120
386
$6.19M 0.01%
54,204
+535
387
$6.17M 0.01%
10,451
-1,052
388
$6.16M 0.01%
686,308
-55
389
$6.13M 0.01%
275,122
-57,411
390
$6.11M 0.01%
390,711
391
$6.09M 0.01%
274,643
+34,623
392
$6.07M 0.01%
545,157
+5,438
393
$6.03M 0.01%
104,481
-21,116
394
$5.9M 0.01%
19,900
-643
395
$5.86M 0.01%
73,226
+11,147
396
$5.8M 0.01%
41,941
-13,201
397
$5.76M 0.01%
350,557
+83
398
$5.74M 0.01%
187,284
-6,243
399
$5.74M 0.01%
112,733
+523
400
$5.73M 0.01%
105,490
14 15
16
17 18