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
651
$1.25M ﹤0.01%
5,119
+640
652
$1.24M ﹤0.01%
16,200
-50,344
653
$1.24M ﹤0.01%
11,153
654
$1.24M ﹤0.01%
3,145
-301
655
$1.23M ﹤0.01%
241,425
+36,493
656
$1.22M ﹤0.01%
4,528
-113
657
$1.2M ﹤0.01%
29,663
-460
658
$1.2M ﹤0.01%
10,117
-84
659
$1.19M ﹤0.01%
5,404
-257
660
$1.18M ﹤0.01%
4,627
-413
661
$1.17M ﹤0.01%
21,338
662
$1.17M ﹤0.01%
17,115
663
$1.16M ﹤0.01%
4,015
-275
664
$1.13M ﹤0.01%
16,463
-3,572
665
$1.13M ﹤0.01%
21,412
+185
666
$1.13M ﹤0.01%
885
-142
667
$1.13M ﹤0.01%
8,378
668
$1.12M ﹤0.01%
28,805
+5,126
669
$1.12M ﹤0.01%
8,002
-257
670
$1.12M ﹤0.01%
10,113
+118
671
$1.11M ﹤0.01%
22,512
+13,719
672
$1.1M ﹤0.01%
10,680
+736
673
$1.1M ﹤0.01%
8,309
+1,780
674
$1.09M ﹤0.01%
7,163
+65
675
$1.08M ﹤0.01%
19,679
+17,990
25 26
27
28 29