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
1101
$230K ﹤0.01%
12,514
-1
1102
$230K ﹤0.01%
3,685
+10
1103
$229K ﹤0.01%
3,805
-28
1104
$229K ﹤0.01%
3,069
+128
1105
$229K ﹤0.01%
5,277
-1,000
1106
$229K ﹤0.01%
20,000
1107
$227K ﹤0.01%
4,044
1108
$227K ﹤0.01%
5,078
+80
1109
$227K ﹤0.01%
9,370
1110
$226K ﹤0.01%
813
+78
1111
$226K ﹤0.01%
6,550
+3,410
1112
$225K ﹤0.01%
4,444
+219
1113
$225K ﹤0.01%
8,088
1114
$225K ﹤0.01%
5,789
1115
$225K ﹤0.01%
14,223
+100
1116
$225K ﹤0.01%
4,604
-304
1117
$224K ﹤0.01%
9,479
-1,417
1118
$224K ﹤0.01%
3,708
+194
1119
$223K ﹤0.01%
2,172
1120
$223K ﹤0.01%
5,998
+2,011
1121
$223K ﹤0.01%
6,612
-3,758
1122
$223K ﹤0.01%
2,990
+798
1123
$222K ﹤0.01%
4,377
+19
1124
$222K ﹤0.01%
3,183
-2,121
1125
$220K ﹤0.01%
4,358
-3,304
43 44
45
46 47