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
1351
$120K ﹤0.01%
2,905
+418
1352
$119K ﹤0.01%
75,025
+74,870
1353
$119K ﹤0.01%
2,780
1354
$119K ﹤0.01%
7,782
-1,776
1355
$119K ﹤0.01%
6,492
+5,852
1356
$119K ﹤0.01%
1,346
-445
1357
$118K ﹤0.01%
+10,000
1358
$118K ﹤0.01%
2,100
-200
1359
$118K ﹤0.01%
4,477
-4,763
1360
$118K ﹤0.01%
+1,706
1361
$118K ﹤0.01%
5,787
+512
1362
$118K ﹤0.01%
3,092
+344
1363
$117K ﹤0.01%
2,939
+979
1364
$117K ﹤0.01%
484
+41
1365
$117K ﹤0.01%
43,207
1366
$117K ﹤0.01%
2,044
-324
1367
$117K ﹤0.01%
2,829
-936
1368
$117K ﹤0.01%
1,433
-1,118
1369
$116K ﹤0.01%
3,853
-1,900
1370
$115K ﹤0.01%
6,520
-790
1371
$114K ﹤0.01%
7,700
-2,241
1372
$114K ﹤0.01%
459
-1
1373
$114K ﹤0.01%
9,174
1374
$114K ﹤0.01%
2,056
+78
1375
$113K ﹤0.01%
2,372
-2,202
53 54
55
56 57