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
751
$788K ﹤0.01%
40,042
+38,234
752
$787K ﹤0.01%
5,797
+229
753
$786K ﹤0.01%
11,340
-102
754
$786K ﹤0.01%
2,431
-194
755
$781K ﹤0.01%
10,899
-3,320
756
$780K ﹤0.01%
3,675
-482
757
$779K ﹤0.01%
47,205
-14,298
758
$775K ﹤0.01%
22,136
759
$774K ﹤0.01%
11,453
760
$770K ﹤0.01%
6,284
-473
761
$769K ﹤0.01%
6,776
-411
762
$759K ﹤0.01%
12,979
+8,380
763
$759K ﹤0.01%
19,811
+14,163
764
$758K ﹤0.01%
28,872
+2,841
765
$757K ﹤0.01%
7,515
-24
766
$752K ﹤0.01%
7,640
+2,897
767
$749K ﹤0.01%
14,319
-78
768
$745K ﹤0.01%
9,551
-195
769
$737K ﹤0.01%
3,323
-50
770
$736K ﹤0.01%
21,027
-100
771
$733K ﹤0.01%
1,959
+229
772
$732K ﹤0.01%
2,290
+1,266
773
$732K ﹤0.01%
5,619
+92
774
$731K ﹤0.01%
9,505
-2,895
775
$728K ﹤0.01%
1,587
+16
29 30
31
32 33