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
1051
$268K ﹤0.01%
3,268
-676
1052
$268K ﹤0.01%
6,807
+239
1053
$267K ﹤0.01%
4,705
+1,589
1054
$267K ﹤0.01%
17,590
-2,349
1055
$266K ﹤0.01%
9,672
-2,419
1056
$266K ﹤0.01%
6,792
+783
1057
$266K ﹤0.01%
2,300
1058
$263K ﹤0.01%
5,567
-114
1059
$263K ﹤0.01%
9,408
-1,329
1060
$263K ﹤0.01%
51,458
1061
$262K ﹤0.01%
17,885
-4,027
1062
$262K ﹤0.01%
2,414
-468
1063
$262K ﹤0.01%
1,420
-403
1064
$260K ﹤0.01%
5,787
+787
1065
$259K ﹤0.01%
544
-387
1066
$257K ﹤0.01%
12,000
1067
$255K ﹤0.01%
5,033
-1,923
1068
$255K ﹤0.01%
3,491
-389
1069
$254K ﹤0.01%
3,944
1070
$253K ﹤0.01%
7,197
-946
1071
$251K ﹤0.01%
2,196
1072
$251K ﹤0.01%
+12,959
1073
$250K ﹤0.01%
2,175
+194
1074
$250K ﹤0.01%
4,830
+1,297
1075
$249K ﹤0.01%
4,754
+422
41 42
43
44 45