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
401
$5.67M 0.01%
539,256
-90,319
402
$5.64M 0.01%
37,124
403
$5.62M 0.01%
205,747
-345,803
404
$5.61M 0.01%
42,881
-2,673
405
$5.59M 0.01%
63,711
+842
406
$5.49M 0.01%
827,991
407
$5.45M 0.01%
31,656
-55,220
408
$5.43M 0.01%
102,887
+12,388
409
$5.37M 0.01%
38,292
+82
410
$5.35M 0.01%
46,159
-84
411
$5.35M 0.01%
43,601
-4,875
412
$5.34M 0.01%
588,511
413
$5.33M 0.01%
62,409
+35,409
414
$5.33M 0.01%
70,130
+1,658
415
$5.24M 0.01%
24,446
416
$5.23M 0.01%
11,201
+238
417
$5.18M 0.01%
50,769
-4,124
418
$5.14M 0.01%
15,486
+10,397
419
$5.13M 0.01%
127,255
420
$5.09M 0.01%
19,714
-1,805
421
$5.06M 0.01%
48,859
-943
422
$4.99M 0.01%
154,844
+10,903
423
$4.95M 0.01%
441,364
424
$4.9M 0.01%
879,844
425
$4.77M 0.01%
62,551
+4,123
15 16
17
18 19