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
776
$722K ﹤0.01%
178,241
777
$721K ﹤0.01%
9,419
+2,633
778
$710K ﹤0.01%
1,481
-61
779
$704K ﹤0.01%
250,190
-7,500
780
$704K ﹤0.01%
102,598
781
$698K ﹤0.01%
8,139
+1
782
$695K ﹤0.01%
500,000
783
$693K ﹤0.01%
33,567
-100
784
$691K ﹤0.01%
7,442
-251
785
$682K ﹤0.01%
10,269
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786
$673K ﹤0.01%
19,976
+6,412
787
$671K ﹤0.01%
3,837
-151
788
$669K ﹤0.01%
8,130
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789
$669K ﹤0.01%
4,083
-2,309
790
$667K ﹤0.01%
17,540
-2,796
791
$665K ﹤0.01%
8,922
-3,720
792
$664K ﹤0.01%
44,970
-111,104
793
$663K ﹤0.01%
12,238
+9,183
794
$659K ﹤0.01%
23,886
-432
795
$655K ﹤0.01%
2,865
-469
796
$654K ﹤0.01%
13,534
797
$653K ﹤0.01%
59,942
-1
798
$652K ﹤0.01%
5,718
799
$650K ﹤0.01%
5,802
-130
800
$649K ﹤0.01%
6,092
-2,088
30 31
32
33 34