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
901
$446K ﹤0.01%
2,344
+177
902
$446K ﹤0.01%
3,778
-592
903
$440K ﹤0.01%
41,081
+343
904
$438K ﹤0.01%
5,757
-35
905
$437K ﹤0.01%
13,056
-8,705
906
$431K ﹤0.01%
8,508
+6,495
907
$431K ﹤0.01%
8,300
908
$430K ﹤0.01%
10,432
+7,408
909
$429K ﹤0.01%
18,400
910
$429K ﹤0.01%
3,127
+119
911
$428K ﹤0.01%
2,822
912
$427K ﹤0.01%
4,597
+2,740
913
$426K ﹤0.01%
5,630
+70
914
$426K ﹤0.01%
63,988
915
$426K ﹤0.01%
3,284
916
$421K ﹤0.01%
15,339
+15,000
917
$420K ﹤0.01%
7,554
-4,047
918
$419K ﹤0.01%
19,111
919
$419K ﹤0.01%
11,930
920
$416K ﹤0.01%
7,377
-341
921
$415K ﹤0.01%
3,099
+90
922
$414K ﹤0.01%
4,255
+2,328
923
$412K ﹤0.01%
17,563
924
$407K ﹤0.01%
4,204
+555
925
$405K ﹤0.01%
18,115
-7,048
35 36
37
38 39