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
976
$344K ﹤0.01%
1,539
-1,126
977
$339K ﹤0.01%
2,205
-7
978
$339K ﹤0.01%
5,280
-2,336
979
$337K ﹤0.01%
10,000
980
$335K ﹤0.01%
14,700
981
$334K ﹤0.01%
2,169
+240
982
$333K ﹤0.01%
+9,663
983
$333K ﹤0.01%
3,013
-452
984
$331K ﹤0.01%
16,586
+80
985
$330K ﹤0.01%
9,209
-331
986
$329K ﹤0.01%
732
-8
987
$329K ﹤0.01%
5,190
+415
988
$327K ﹤0.01%
6,966
+6,455
989
$326K ﹤0.01%
3,639
+1,187
990
$325K ﹤0.01%
5,944
-880
991
$325K ﹤0.01%
818
+69
992
$324K ﹤0.01%
6,837
-288
993
$323K ﹤0.01%
3,484
-1,200
994
$321K ﹤0.01%
2,847
-954
995
$320K ﹤0.01%
1,507
+709
996
$320K ﹤0.01%
10,500
+561
997
$319K ﹤0.01%
+4,011
998
$319K ﹤0.01%
4,625
999
$318K ﹤0.01%
6,065
-475
1000
$317K ﹤0.01%
3,774
38 39
40
41 42