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
1251
$156K ﹤0.01%
3,175
+525
1252
$155K ﹤0.01%
2,754
+457
1253
$155K ﹤0.01%
1,167
-11
1254
$155K ﹤0.01%
1,791
-64
1255
$155K ﹤0.01%
3,532
+97
1256
$154K ﹤0.01%
2,194
-728
1257
$154K ﹤0.01%
6,000
+3,000
1258
$154K ﹤0.01%
5,706
-440
1259
$154K ﹤0.01%
884
-1,099
1260
$154K ﹤0.01%
1,695
1261
$153K ﹤0.01%
1,597
1262
$152K ﹤0.01%
335
1263
$152K ﹤0.01%
2,896
+234
1264
$152K ﹤0.01%
12,625
-3,645
1265
$151K ﹤0.01%
4,087
-356
1266
$151K ﹤0.01%
3,600
1267
$151K ﹤0.01%
5,906
+3,031
1268
$151K ﹤0.01%
2,992
+1,054
1269
$150K ﹤0.01%
25,107
-645
1270
$150K ﹤0.01%
1,000
1271
$150K ﹤0.01%
9,459
-910
1272
$150K ﹤0.01%
850
-160
1273
$149K ﹤0.01%
399
-237
1274
$149K ﹤0.01%
2,398
1275
$149K ﹤0.01%
1,594
49 50
51
52 53