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
876
$479K ﹤0.01%
6,991
-251
877
$478K ﹤0.01%
2,998
+1,814
878
$477K ﹤0.01%
3,650
+1,125
879
$475K ﹤0.01%
5,883
-44
880
$475K ﹤0.01%
7,074
-810
881
$473K ﹤0.01%
2,346
+43
882
$473K ﹤0.01%
4,234
-849
883
$471K ﹤0.01%
4,410
+4,273
884
$470K ﹤0.01%
4,051
-1,944
885
$468K ﹤0.01%
5,185
+763
886
$467K ﹤0.01%
+61,500
887
$467K ﹤0.01%
44,692
-300
888
$464K ﹤0.01%
3,022
-286
889
$463K ﹤0.01%
1,728
-519
890
$462K ﹤0.01%
8,462
+29
891
$461K ﹤0.01%
6,439
-2,292
892
$458K ﹤0.01%
4,750
-1,000
893
$456K ﹤0.01%
8,906
-2,600
894
$454K ﹤0.01%
2,511
+41
895
$454K ﹤0.01%
10,594
-2,666
896
$454K ﹤0.01%
42,000
897
$451K ﹤0.01%
3,811
+58
898
$451K ﹤0.01%
5,380
899
$449K ﹤0.01%
181
900
$447K ﹤0.01%
2,809
+70
34 35
36
37 38