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
926
$405K ﹤0.01%
15,510
-1,500
927
$404K ﹤0.01%
819
-6
928
$403K ﹤0.01%
12,452
-275
929
$397K ﹤0.01%
3,603
+304
930
$396K ﹤0.01%
10,413
931
$394K ﹤0.01%
4,418
+161
932
$391K ﹤0.01%
331,476
+74,422
933
$391K ﹤0.01%
1,800
934
$390K ﹤0.01%
8,400
935
$388K ﹤0.01%
5,105
936
$385K ﹤0.01%
67,549
-2,274,973
937
$384K ﹤0.01%
6,118
-200
938
$384K ﹤0.01%
4,559
-369
939
$381K ﹤0.01%
6,546
+198
940
$381K ﹤0.01%
36,500
-17,500
941
$380K ﹤0.01%
3,830
+280
942
$380K ﹤0.01%
3,636
+929
943
$377K ﹤0.01%
4,399
+780
944
$374K ﹤0.01%
221,024
945
$373K ﹤0.01%
7,077
-260
946
$373K ﹤0.01%
3,498
947
$373K ﹤0.01%
4,006
-61
948
$372K ﹤0.01%
33,107
+481
949
$371K ﹤0.01%
4,931
-669
950
$371K ﹤0.01%
5,095
-1,220
36 37
38
39 40