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
951
$370K ﹤0.01%
1,829
+87
952
$369K ﹤0.01%
42,683
-5,230
953
$368K ﹤0.01%
46
-15
954
$366K ﹤0.01%
2,742
-6
955
$365K ﹤0.01%
9,977
956
$364K ﹤0.01%
4,103
-96
957
$362K ﹤0.01%
4,616
+721
958
$361K ﹤0.01%
6,345
+1,630
959
$361K ﹤0.01%
3,624
-2,227
960
$359K ﹤0.01%
14,309
+6,005
961
$358K ﹤0.01%
5,960
962
$358K ﹤0.01%
1,743
+41
963
$357K ﹤0.01%
6,285
-1,490
964
$356K ﹤0.01%
16,744
+615
965
$354K ﹤0.01%
6,659
+33
966
$354K ﹤0.01%
3,244
+2,899
967
$354K ﹤0.01%
169
-8
968
$353K ﹤0.01%
43,770
-1,695
969
$352K ﹤0.01%
3,660
+1,060
970
$350K ﹤0.01%
1,050
-2,050
971
$349K ﹤0.01%
17,624
-1,456
972
$348K ﹤0.01%
1,531
+111
973
$347K ﹤0.01%
9,551
+1,145
974
$346K ﹤0.01%
+11,000
975
$345K ﹤0.01%
5,289
-1,081
37 38
39
40 41