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
1426
$97.4K ﹤0.01%
2,770
1427
$97.4K ﹤0.01%
1,370
1428
$96.8K ﹤0.01%
1,850
-9
1429
$96.6K ﹤0.01%
7,323
-454
1430
$96.5K ﹤0.01%
+6,424
1431
$96.4K ﹤0.01%
2,903
-4
1432
$96.4K ﹤0.01%
4,850
1433
$95.8K ﹤0.01%
2,006
1434
$95.6K ﹤0.01%
1,995
-1,311
1435
$95.5K ﹤0.01%
1,385
1436
$95.3K ﹤0.01%
1,300
1437
$95.3K ﹤0.01%
15,000
1438
$95K ﹤0.01%
7,864
1439
$94.8K ﹤0.01%
953
-963
1440
$94.8K ﹤0.01%
5,108
+2,954
1441
$94.7K ﹤0.01%
1,187
1442
$94.6K ﹤0.01%
5,320
-9,000
1443
$94.3K ﹤0.01%
2,621
-2,273
1444
$94.3K ﹤0.01%
879
-6
1445
$93.4K ﹤0.01%
1,535
1446
$93.3K ﹤0.01%
4,593
-580
1447
$93K ﹤0.01%
2,050
-100
1448
$92.9K ﹤0.01%
3,174
+66
1449
$92.6K ﹤0.01%
4,780
-2,350
1450
$92.4K ﹤0.01%
1,600
-231
56 57
58
59 60