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
1151
$203K ﹤0.01%
709
+177
1152
$202K ﹤0.01%
7,455
+2,515
1153
$202K ﹤0.01%
5,047
-550
1154
$200K ﹤0.01%
3,440
+19
1155
$199K ﹤0.01%
3,059
-962
1156
$199K ﹤0.01%
2,786
1157
$198K ﹤0.01%
3,965
-3,790
1158
$198K ﹤0.01%
19,660
+3,462
1159
$198K ﹤0.01%
1,536
1160
$197K ﹤0.01%
1,207
1161
$197K ﹤0.01%
2,512
+8
1162
$197K ﹤0.01%
1,696
+985
1163
$196K ﹤0.01%
3,487
+424
1164
$195K ﹤0.01%
7,640
1165
$195K ﹤0.01%
13,715
-3,560
1166
$195K ﹤0.01%
114
-2,365
1167
$195K ﹤0.01%
3,853
-72
1168
$194K ﹤0.01%
2,075
-387
1169
$194K ﹤0.01%
1,457
-58
1170
$193K ﹤0.01%
5,305
-1,051
1171
$193K ﹤0.01%
1,778
-376
1172
$193K ﹤0.01%
2,741
+130
1173
$193K ﹤0.01%
3,263
1174
$191K ﹤0.01%
1,613
-34
1175
$190K ﹤0.01%
3,357
-426
45 46
47
48 49