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
576
$1.91M ﹤0.01%
5,475
+3,486
577
$1.89M ﹤0.01%
21,225
-1,425
578
$1.88M ﹤0.01%
28,710
+6
579
$1.88M ﹤0.01%
5,819
-66
580
$1.88M ﹤0.01%
10,618
-4,737
581
$1.87M ﹤0.01%
7,904
+1,226
582
$1.87M ﹤0.01%
14,919
+533
583
$1.86M ﹤0.01%
15,786
+68
584
$1.86M ﹤0.01%
12,043
-557
585
$1.85M ﹤0.01%
31,200
+27,932
586
$1.84M ﹤0.01%
13,628
+375
587
$1.83M ﹤0.01%
18,539
+1,898
588
$1.83M ﹤0.01%
300,100
-1,199,900
589
$1.83M ﹤0.01%
18,018
-711
590
$1.81M ﹤0.01%
58,091
+28,632
591
$1.8M ﹤0.01%
156,234
-20,664
592
$1.8M ﹤0.01%
19,456
+5,117
593
$1.8M ﹤0.01%
6,591
-65
594
$1.79M ﹤0.01%
11,163
-359
595
$1.77M ﹤0.01%
20,597
-11,097
596
$1.76M ﹤0.01%
20,528
+10,647
597
$1.73M ﹤0.01%
6,364
+500
598
$1.73M ﹤0.01%
54,470
599
$1.73M ﹤0.01%
27,621
+15,039
600
$1.72M ﹤0.01%
17,945
-89
22 23
24
25 26