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
1201
$176K ﹤0.01%
1,064
-140
1202
$176K ﹤0.01%
1,400
1203
$176K ﹤0.01%
1,371
+571
1204
$176K ﹤0.01%
2,969
-248
1205
$176K ﹤0.01%
965
-54
1206
$176K ﹤0.01%
3,439
1207
$175K ﹤0.01%
5,172
1208
$174K ﹤0.01%
3,011
+250
1209
$174K ﹤0.01%
2,000
1210
$174K ﹤0.01%
1,244
-606
1211
$173K ﹤0.01%
1,183
1212
$173K ﹤0.01%
64,336
+5,760
1213
$173K ﹤0.01%
471
+18
1214
$172K ﹤0.01%
4,663
+3,976
1215
$172K ﹤0.01%
719
-200
1216
$171K ﹤0.01%
1,207
-283
1217
$171K ﹤0.01%
1,829
+548
1218
$171K ﹤0.01%
15,102
+202
1219
$170K ﹤0.01%
1,476
+72
1220
$170K ﹤0.01%
+18,395
1221
$170K ﹤0.01%
2,006
+10
1222
$169K ﹤0.01%
1,533
+440
1223
$169K ﹤0.01%
5,397
-4,274
1224
$167K ﹤0.01%
172,649
1225
$167K ﹤0.01%
3,661
-714
47 48
49
50 51