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
626
$1.44M ﹤0.01%
14,118
+243
627
$1.44M ﹤0.01%
40,109
+3,490
628
$1.44M ﹤0.01%
77,755
-5,287,564
629
$1.44M ﹤0.01%
12,538
-2,954
630
$1.43M ﹤0.01%
5,512
+3,131
631
$1.43M ﹤0.01%
23,343
+3,591
632
$1.42M ﹤0.01%
42,600
-797
633
$1.42M ﹤0.01%
27,042
+1,232
634
$1.41M ﹤0.01%
14,178
+4,264
635
$1.39M ﹤0.01%
5,622
-88,219
636
$1.38M ﹤0.01%
23,935
-1,565
637
$1.36M ﹤0.01%
49,486
-10,010
638
$1.36M ﹤0.01%
10,232
+919
639
$1.34M ﹤0.01%
16,214
640
$1.34M ﹤0.01%
51,550
-3,222
641
$1.33M ﹤0.01%
48,168
-3,800
642
$1.33M ﹤0.01%
19,130
-764
643
$1.33M ﹤0.01%
12,308
+108
644
$1.31M ﹤0.01%
19,472
-1,644
645
$1.31M ﹤0.01%
8,945
+866
646
$1.3M ﹤0.01%
22,369
+378
647
$1.3M ﹤0.01%
51,183
-4,994
648
$1.29M ﹤0.01%
23,382
+20,859
649
$1.26M ﹤0.01%
10,422
+9,654
650
$1.25M ﹤0.01%
7,787
+526
24 25
26
27 28