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
1126
$219K ﹤0.01%
1,332
1127
$218K ﹤0.01%
19,825
1128
$218K ﹤0.01%
8,065
+2,042
1129
$218K ﹤0.01%
10,954
+404
1130
$217K ﹤0.01%
1,899
-4,911
1131
$216K ﹤0.01%
3,021
+477
1132
$216K ﹤0.01%
7,279
-957
1133
$214K ﹤0.01%
20,540
1134
$214K ﹤0.01%
2,879
1135
$213K ﹤0.01%
871
-16,470
1136
$213K ﹤0.01%
59,584
1137
$213K ﹤0.01%
3,760
+682
1138
$212K ﹤0.01%
13,287
-2,026
1139
$210K ﹤0.01%
2,025
1140
$210K ﹤0.01%
1,720
-105
1141
$210K ﹤0.01%
4,870
1142
$209K ﹤0.01%
2,349
+10
1143
$209K ﹤0.01%
1,384
-148
1144
$208K ﹤0.01%
1,262
-352
1145
$207K ﹤0.01%
4,344
-1,176
1146
$207K ﹤0.01%
8,500
1147
$207K ﹤0.01%
20,353
-121
1148
$205K ﹤0.01%
10,199
+4,199
1149
$204K ﹤0.01%
550
-11
1150
$203K ﹤0.01%
16,681
+3,567
44 45
46
47 48