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
476
$3.67M 0.01%
19,194
-524
477
$3.59M 0.01%
49,019
+20,918
478
$3.59M 0.01%
47,236
-1,478
479
$3.58M 0.01%
77,829
-7,750
480
$3.51M 0.01%
13,526
+2,972
481
$3.5M 0.01%
80,297
-2,669
482
$3.46M 0.01%
35,313
-579
483
$3.44M 0.01%
169,611
+165,558
484
$3.35M 0.01%
41,872
+8,937
485
$3.35M 0.01%
73,888
-1,169
486
$3.31M 0.01%
22,331
+2,775
487
$3.3M 0.01%
13,977
-56
488
$3.29M 0.01%
9,510
+1,512
489
$3.24M 0.01%
115,032
+16,392
490
$3.14M 0.01%
15,742
-261
491
$3.13M 0.01%
17,019
+1,496
492
$3.08M 0.01%
17,108
+174
493
$3.08M 0.01%
60,392
-1,627
494
$3.06M 0.01%
6,631
+112
495
$3.05M 0.01%
59,845
-90
496
$3.04M 0.01%
17,410
+13,206
497
$3.02M 0.01%
129,483
-13,074
498
$3.01M 0.01%
18,732
+8,039
499
$3.01M 0.01%
34,181
+1,944
500
$2.98M 0.01%
26,799
+25,397
18 19
20
21 22