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
26
$401M 0.73%
740,112
+19,659
27
$395M 0.72%
1,722,095
-62,699
28
$383M 0.69%
946,838
+29,612
29
$378M 0.68%
900,294
-17,122
30
$375M 0.68%
1,575,076
-52,526
31
$375M 0.68%
3,234,563
-64,002
32
$369M 0.67%
3,035,844
-75,457
33
$363M 0.66%
1,567,936
-53,651
34
$353M 0.64%
2,405,596
-69,534
35
$352M 0.64%
3,204,881
-124,901
36
$349M 0.63%
674,905
-26,077
37
$346M 0.63%
823,220
-18,991
38
$340M 0.62%
1,276,174
+37,343
39
$339M 0.61%
2,357,118
-56,983
40
$337M 0.61%
1,941,924
+664
41
$337M 0.61%
1,846,243
-18,362
42
$335M 0.61%
1,384,485
-75,246
43
$335M 0.61%
2,285,181
-84,017
44
$328M 0.6%
602,729
-18,187
45
$324M 0.59%
1,130,160
-28,416
46
$317M 0.57%
620,396
-18,294
47
$308M 0.56%
9,507,036
-47,772
48
$300M 0.54%
1,676,210
-101,795
49
$295M 0.54%
1,158,549
+745,435
50
$286M 0.52%
1,271,644
-165,562
1
2
3 4 5