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
676
$1.08M ﹤0.01%
12,803
-1,160
677
$1.08M ﹤0.01%
13,210
+8,404
678
$1.08M ﹤0.01%
45,351
+4,746
679
$1.07M ﹤0.01%
23,212
-2,597
680
$1.07M ﹤0.01%
8,361
-2,950
681
$1.07M ﹤0.01%
11,369
+606
682
$1.07M ﹤0.01%
9,684
683
$1.06M ﹤0.01%
20,360
+3,846
684
$1.06M ﹤0.01%
8,141
-595
685
$1.05M ﹤0.01%
8,110
+4,392
686
$1.05M ﹤0.01%
5,479
-423
687
$1.05M ﹤0.01%
30,784
688
$1.04M ﹤0.01%
15,424
+1,647
689
$1.03M ﹤0.01%
8,549
+154
690
$1.03M ﹤0.01%
55,023
-1,293
691
$1.02M ﹤0.01%
7,479
+87
692
$1.02M ﹤0.01%
32,818
693
$1.02M ﹤0.01%
4,896
+90
694
$1.01M ﹤0.01%
170,753
+83,939
695
$991K ﹤0.01%
10,433
+10
696
$987K ﹤0.01%
22,743
+40
697
$976K ﹤0.01%
180,719
+14,700
698
$975K ﹤0.01%
11,818
-29,829
699
$973K ﹤0.01%
7,527
-822
700
$969K ﹤0.01%
17,575
+1,220
26 27
28
29 30