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
1001
$316K ﹤0.01%
1,652
+96
1002
$315K ﹤0.01%
14,723
1003
$313K ﹤0.01%
2,174
+290
1004
$310K ﹤0.01%
1,636
-42
1005
$310K ﹤0.01%
2,739
+717
1006
$310K ﹤0.01%
25,892
+3,651
1007
$307K ﹤0.01%
9,627
+7,000
1008
$304K ﹤0.01%
7,046
+2,979
1009
$302K ﹤0.01%
10,658
+5
1010
$302K ﹤0.01%
4,696
+550
1011
$301K ﹤0.01%
18,984
+1,220
1012
$301K ﹤0.01%
4,330
+1,105
1013
$295K ﹤0.01%
992
+4
1014
$294K ﹤0.01%
3,218
+429
1015
$294K ﹤0.01%
1,600
+674
1016
$294K ﹤0.01%
12,977
1017
$293K ﹤0.01%
11,098
+652
1018
$292K ﹤0.01%
4,621
-65
1019
$292K ﹤0.01%
17,050
+731
1020
$291K ﹤0.01%
6,823
+499
1021
$291K ﹤0.01%
3,480
+13
1022
$291K ﹤0.01%
3,457
+42
1023
$290K ﹤0.01%
12,192
-1,396
1024
$289K ﹤0.01%
1,468
+175
1025
$289K ﹤0.01%
3,119
-2,547
39 40
41
42 43