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
501
$2.96M 0.01%
21,066
+1,219
502
$2.88M 0.01%
109,800
503
$2.87M 0.01%
26,721
+7,423
504
$2.86M 0.01%
118,689
+10,923
505
$2.8M 0.01%
52,444
+50,257
506
$2.79M 0.01%
102,796
-20,615
507
$2.78M 0.01%
7,209
-266
508
$2.76M 0.01%
46,570
-7,970
509
$2.74M 0.01%
413,065
+87,337
510
$2.73M 0.01%
119,609
-8,038
511
$2.71M ﹤0.01%
45,969
+186
512
$2.69M ﹤0.01%
16,557
-434
513
$2.68M ﹤0.01%
8,025
-4,977
514
$2.66M ﹤0.01%
12,150
-2,214
515
$2.64M ﹤0.01%
51,542
+729
516
$2.62M ﹤0.01%
16,455
+1,000
517
$2.62M ﹤0.01%
41,568
-1,712
518
$2.62M ﹤0.01%
9,337
-271
519
$2.6M ﹤0.01%
54,536
-7,449
520
$2.6M ﹤0.01%
11,094
-160
521
$2.6M ﹤0.01%
40,034
-7,062
522
$2.6M ﹤0.01%
21,602
+203
523
$2.59M ﹤0.01%
11,615
+707
524
$2.56M ﹤0.01%
12,701
-251
525
$2.56M ﹤0.01%
13,597
-139,870
19 20
21
22 23