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
601
$1.7M ﹤0.01%
34,083
+8,140
602
$1.66M ﹤0.01%
165,119
+42,015
603
$1.65M ﹤0.01%
+71,220
604
$1.6M ﹤0.01%
20,976
605
$1.59M ﹤0.01%
27,694
+50
606
$1.58M ﹤0.01%
19,022
+988
607
$1.57M ﹤0.01%
17,964
-702
608
$1.56M ﹤0.01%
28,380
609
$1.56M ﹤0.01%
50,198
-1,871
610
$1.55M ﹤0.01%
2,116
-436
611
$1.55M ﹤0.01%
5,537
-320
612
$1.54M ﹤0.01%
19,899
+1,373
613
$1.53M ﹤0.01%
11,172
-631
614
$1.53M ﹤0.01%
7,839
-844
615
$1.51M ﹤0.01%
14,348
616
$1.51M ﹤0.01%
14,691
+9,033
617
$1.49M ﹤0.01%
26,073
+4,137
618
$1.47M ﹤0.01%
71,909
-9,798
619
$1.47M ﹤0.01%
20,511
+2,836
620
$1.46M ﹤0.01%
7,366
-546
621
$1.46M ﹤0.01%
23,738
+688
622
$1.45M ﹤0.01%
48,111
+5,000
623
$1.45M ﹤0.01%
36,514
+309
624
$1.45M ﹤0.01%
58,485
625
$1.45M ﹤0.01%
15,638
-835
23 24
25
26 27