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
1376
$113K ﹤0.01%
10,000
1377
$113K ﹤0.01%
1,566
+891
1378
$112K ﹤0.01%
10,358
1379
$112K ﹤0.01%
+8,267
1380
$112K ﹤0.01%
3,040
-6,160
1381
$111K ﹤0.01%
7,232
-20
1382
$111K ﹤0.01%
4,295
+334
1383
$111K ﹤0.01%
2,720
+220
1384
$111K ﹤0.01%
1,195
-845
1385
$111K ﹤0.01%
811
-611
1386
$110K ﹤0.01%
1,068
1387
$110K ﹤0.01%
70,000
1388
$109K ﹤0.01%
4,968
-779
1389
$109K ﹤0.01%
1,221
-860
1390
$109K ﹤0.01%
1,537
-442
1391
$109K ﹤0.01%
3,699
+5
1392
$109K ﹤0.01%
1,315
-459
1393
$108K ﹤0.01%
1,132
-103
1394
$108K ﹤0.01%
2,442
+218
1395
$108K ﹤0.01%
683
+483
1396
$107K ﹤0.01%
2,338
-1,051
1397
$106K ﹤0.01%
1,381
+34
1398
$105K ﹤0.01%
1,005
-862
1399
$105K ﹤0.01%
+3,762
1400
$104K ﹤0.01%
267
-26
54 55
56
57 58