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
701
$967K ﹤0.01%
16,491
+5,918
702
$958K ﹤0.01%
17,919
-5,621
703
$957K ﹤0.01%
18,733
-700
704
$954K ﹤0.01%
9,758
+446
705
$940K ﹤0.01%
31,679
+12,501
706
$939K ﹤0.01%
24,891
+1,221
707
$937K ﹤0.01%
16,526
+111
708
$937K ﹤0.01%
25,231
-6,465
709
$926K ﹤0.01%
10,679
-415
710
$916K ﹤0.01%
20,120
-489
711
$915K ﹤0.01%
2,483
-135
712
$912K ﹤0.01%
13,126
+722
713
$906K ﹤0.01%
6,290
+8
714
$904K ﹤0.01%
20,027
715
$903K ﹤0.01%
5,047
+462
716
$902K ﹤0.01%
9,390
+116
717
$897K ﹤0.01%
8,654
-2,441
718
$892K ﹤0.01%
6,123
-380
719
$890K ﹤0.01%
11,183
+1,882
720
$889K ﹤0.01%
4,204
-167
721
$888K ﹤0.01%
3,521
+145
722
$885K ﹤0.01%
7,109
+5,685
723
$881K ﹤0.01%
60,534
+685
724
$876K ﹤0.01%
21,331
-40,350
725
$870K ﹤0.01%
20,024
-10,778
27 28
29
30 31