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
1326
$131K ﹤0.01%
917
+637
1327
$128K ﹤0.01%
480
1328
$128K ﹤0.01%
4,679
+4,529
1329
$128K ﹤0.01%
6,957
+586
1330
$127K ﹤0.01%
6,510
1331
$127K ﹤0.01%
4,301
+3,551
1332
$127K ﹤0.01%
10,032
+1
1333
$127K ﹤0.01%
4,495
-15
1334
$127K ﹤0.01%
1,454
-355
1335
$126K ﹤0.01%
991
-798
1336
$126K ﹤0.01%
3,563
+287
1337
$126K ﹤0.01%
5,260
+1,809
1338
$125K ﹤0.01%
1,331
-37
1339
$125K ﹤0.01%
14,781
-3,151
1340
$124K ﹤0.01%
1,345
-406
1341
$124K ﹤0.01%
2,500
1342
$124K ﹤0.01%
3,182
1343
$123K ﹤0.01%
4,640
+1,255
1344
$123K ﹤0.01%
7,550
-3,213
1345
$123K ﹤0.01%
1,656
+410
1346
$122K ﹤0.01%
2,368
+367
1347
$122K ﹤0.01%
6,353
+1,997
1348
$121K ﹤0.01%
16,193
+6,512
1349
$121K ﹤0.01%
17,000
-2,300
1350
$121K ﹤0.01%
1,480
52 53
54
55 56