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
551
$2.19M ﹤0.01%
26,688
+9,595
552
$2.19M ﹤0.01%
149,470
-74,520
553
$2.17M ﹤0.01%
37,599
-318
554
$2.17M ﹤0.01%
24,627
-2,067
555
$2.15M ﹤0.01%
23,815
+31
556
$2.14M ﹤0.01%
6,809
-348
557
$2.12M ﹤0.01%
4,221
-213
558
$2.1M ﹤0.01%
76,753
+4,440
559
$2.08M ﹤0.01%
31,521
-322
560
$2.07M ﹤0.01%
26,987
+2
561
$2.05M ﹤0.01%
75,155
+11,450
562
$2.01M ﹤0.01%
9,595
+1,957
563
$2.01M ﹤0.01%
8,848
+692
564
$2.01M ﹤0.01%
64,506
+6,659
565
$2M ﹤0.01%
24,360
-66
566
$1.99M ﹤0.01%
61,038
+17,883
567
$1.99M ﹤0.01%
17,196
-6,871
568
$1.98M ﹤0.01%
16,295
+9,627
569
$1.98M ﹤0.01%
73,680
-52,056
570
$1.97M ﹤0.01%
190,342
+187,042
571
$1.97M ﹤0.01%
8,606
-1,197
572
$1.96M ﹤0.01%
28,887
+7,894
573
$1.95M ﹤0.01%
70,592
-467
574
$1.95M ﹤0.01%
+126,400
575
$1.92M ﹤0.01%
16,218
+287
21 22
23
24 25