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
451
$4.21M 0.01%
32,779
-2,926
452
$4.2M 0.01%
23,855
+121
453
$4.15M 0.01%
22,167
-16
454
$4.14M 0.01%
89,322
-307
455
$4.12M 0.01%
91,452
+7,422
456
$4.11M 0.01%
21,890
-290
457
$4.1M 0.01%
73,077
+13,508
458
$4.08M 0.01%
160,222
-35,707
459
$4.05M 0.01%
47,521
+1,583
460
$4.05M 0.01%
104,282
-1,001
461
$4.03M 0.01%
45,205
+2,983
462
$3.96M 0.01%
52,963
-2,329
463
$3.94M 0.01%
9,253
-278
464
$3.9M 0.01%
55,002
+6,894
465
$3.85M 0.01%
15,804
+332
466
$3.83M 0.01%
45,915
-2
467
$3.83M 0.01%
62,084
-938
468
$3.78M 0.01%
23,343
+632
469
$3.78M 0.01%
110,011
-231
470
$3.76M 0.01%
43,879
-13,733
471
$3.75M 0.01%
177,199
+17,607
472
$3.72M 0.01%
31,425
-1,499
473
$3.69M 0.01%
69,164
+13,116
474
$3.69M 0.01%
19,226
-4,436
475
$3.67M 0.01%
565,751
-36,425
17 18
19
20 21