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
801
$645K ﹤0.01%
69,992
-5,743
802
$645K ﹤0.01%
8,956
-1,045
803
$644K ﹤0.01%
20,189
+325
804
$626K ﹤0.01%
4,453
+1,660
805
$626K ﹤0.01%
20,000
806
$623K ﹤0.01%
16,318
+1,784
807
$623K ﹤0.01%
18,864
-546
808
$616K ﹤0.01%
4,736
-372
809
$615K ﹤0.01%
3,392
-5,269
810
$613K ﹤0.01%
12,308
-5,257
811
$611K ﹤0.01%
11,995
812
$607K ﹤0.01%
14,410
+9
813
$603K ﹤0.01%
6,755
-1,679
814
$601K ﹤0.01%
13,522
+11,178
815
$601K ﹤0.01%
8,805
+1,223
816
$601K ﹤0.01%
19,595
+8,922
817
$598K ﹤0.01%
8,560
+51
818
$591K ﹤0.01%
2,284
-113
819
$590K ﹤0.01%
2,327
-54
820
$590K ﹤0.01%
10,350
821
$588K ﹤0.01%
12,054
-1,610
822
$584K ﹤0.01%
9,242
+2,871
823
$582K ﹤0.01%
5,032
+155
824
$582K ﹤0.01%
5,324
+5,315
825
$576K ﹤0.01%
6,955
+1,435
31 32
33
34 35