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
1176
$190K ﹤0.01%
4,172
+1,166
1177
$190K ﹤0.01%
5,279
-199
1178
$189K ﹤0.01%
5,000
-177
1179
$189K ﹤0.01%
4,070
1180
$189K ﹤0.01%
4,811
-404
1181
$188K ﹤0.01%
12,570
1182
$187K ﹤0.01%
2,471
+1,096
1183
$186K ﹤0.01%
917
+10
1184
$186K ﹤0.01%
20,677
+9,714
1185
$185K ﹤0.01%
3,776
+1,589
1186
$184K ﹤0.01%
2,000
1187
$184K ﹤0.01%
2,200
1188
$184K ﹤0.01%
4,505
+1,372
1189
$184K ﹤0.01%
11,991
+7,669
1190
$182K ﹤0.01%
26,835
+10,234
1191
$182K ﹤0.01%
5,169
+1
1192
$182K ﹤0.01%
6,110
1193
$181K ﹤0.01%
11,283
+2,210
1194
$180K ﹤0.01%
986
-35
1195
$180K ﹤0.01%
7,204
-504
1196
$178K ﹤0.01%
9,870
-1,563
1197
$178K ﹤0.01%
8,588
-161
1198
$177K ﹤0.01%
15,670
+1
1199
$177K ﹤0.01%
2,114
-94
1200
$176K ﹤0.01%
3,585
+576
46 47
48
49 50