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
1026
$289K ﹤0.01%
2,364
+5
1027
$288K ﹤0.01%
1,371
+454
1028
$288K ﹤0.01%
4,680
-1,628
1029
$286K ﹤0.01%
3,395
+167
1030
$285K ﹤0.01%
9,032
1031
$284K ﹤0.01%
7,141
-554
1032
$284K ﹤0.01%
20,410
+19,160
1033
$284K ﹤0.01%
2,242
+496
1034
$283K ﹤0.01%
15,073
-80
1035
$282K ﹤0.01%
9,202
+2,705
1036
$280K ﹤0.01%
3,437
+112
1037
$280K ﹤0.01%
8,400
-2,188
1038
$279K ﹤0.01%
5,978
1039
$279K ﹤0.01%
7,432
-1,091
1040
$278K ﹤0.01%
5,316
-59,371
1041
$277K ﹤0.01%
8,833
1042
$277K ﹤0.01%
4,622
-704
1043
$275K ﹤0.01%
6,625
-4,551
1044
$274K ﹤0.01%
2,742
-1,015
1045
$272K ﹤0.01%
6,288
1046
$271K ﹤0.01%
2,767
+1,267
1047
$271K ﹤0.01%
916
-114
1048
$269K ﹤0.01%
8,226
-846
1049
$269K ﹤0.01%
11,302
-515
1050
$268K ﹤0.01%
12,453
+258
40 41
42
43 44