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
1276
$149K ﹤0.01%
4,485
+2,175
1277
$149K ﹤0.01%
4,000
-2,844
1278
$148K ﹤0.01%
934
-180
1279
$147K ﹤0.01%
11,862
-2,132
1280
$147K ﹤0.01%
2,490
-474
1281
$147K ﹤0.01%
1,482
-1,040
1282
$146K ﹤0.01%
1,672
1283
$146K ﹤0.01%
4,214
+1,681
1284
$145K ﹤0.01%
1,365
1285
$145K ﹤0.01%
1,045
-107
1286
$145K ﹤0.01%
15,238
-4,609
1287
$144K ﹤0.01%
2,313
-2
1288
$144K ﹤0.01%
2,646
+263
1289
$143K ﹤0.01%
749
-1,784
1290
$143K ﹤0.01%
1,408
+56
1291
$143K ﹤0.01%
1,546
-27
1292
$143K ﹤0.01%
1,840
1293
$142K ﹤0.01%
2,165
+416
1294
$142K ﹤0.01%
6,150
-595
1295
$142K ﹤0.01%
1,615
-534
1296
$142K ﹤0.01%
4,101
+1,508
1297
$141K ﹤0.01%
4,466
-1,406
1298
$141K ﹤0.01%
3,501
+2,605
1299
$141K ﹤0.01%
1,500
1300
$141K ﹤0.01%
3,017
50 51
52
53 54