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
1401
$104K ﹤0.01%
9,581
+68
1402
$104K ﹤0.01%
581
-34
1403
$104K ﹤0.01%
7,660
1404
$103K ﹤0.01%
2,200
1405
$103K ﹤0.01%
2,180
+194
1406
$103K ﹤0.01%
1,488
1407
$103K ﹤0.01%
1,013
+1
1408
$103K ﹤0.01%
1,962
-2,000
1409
$103K ﹤0.01%
3,500
1410
$102K ﹤0.01%
1,794
+14
1411
$101K ﹤0.01%
11,177
+1,532
1412
$101K ﹤0.01%
1,551
-104
1413
$101K ﹤0.01%
3,722
1414
$100K ﹤0.01%
5,365
-175
1415
$100K ﹤0.01%
1,700
-895
1416
$100K ﹤0.01%
5,325
-375
1417
$100K ﹤0.01%
1,800
1418
$100K ﹤0.01%
1,640
+305
1419
$99.4K ﹤0.01%
409
+17
1420
$99.2K ﹤0.01%
2,099
1421
$99.2K ﹤0.01%
8,600
-796
1422
$99.2K ﹤0.01%
3,360
+1,440
1423
$99K ﹤0.01%
534
-310
1424
$98.4K ﹤0.01%
185
+22
1425
$97.8K ﹤0.01%
4,294
-1,349
55 56
57
58 59