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
526
$2.55M ﹤0.01%
43,860
+688
527
$2.51M ﹤0.01%
8,045
+260
528
$2.51M ﹤0.01%
11,643
+11,595
529
$2.51M ﹤0.01%
20,870
-2,866
530
$2.49M ﹤0.01%
6,054
-424
531
$2.48M ﹤0.01%
64,693
+3,576
532
$2.48M ﹤0.01%
3,607
+462
533
$2.46M ﹤0.01%
134,450
-230,469
534
$2.45M ﹤0.01%
58,727
-750
535
$2.43M ﹤0.01%
93,016
+92,520
536
$2.35M ﹤0.01%
25,627
+5,589
537
$2.34M ﹤0.01%
224,378
-87,182
538
$2.34M ﹤0.01%
20,078
-10,529
539
$2.33M ﹤0.01%
31,340
-16,805
540
$2.32M ﹤0.01%
25,185
-737
541
$2.31M ﹤0.01%
85,308
-5,715
542
$2.3M ﹤0.01%
1,940
543
$2.29M ﹤0.01%
114,678
+187
544
$2.28M ﹤0.01%
+206,717
545
$2.26M ﹤0.01%
95,032
+3,100
546
$2.25M ﹤0.01%
6,664
-112
547
$2.23M ﹤0.01%
42,881
+154
548
$2.23M ﹤0.01%
15,078
+1,160
549
$2.21M ﹤0.01%
11,447
-943
550
$2.21M ﹤0.01%
6,421
-60,164
20 21
22
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