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
1451
$92.3K ﹤0.01%
2,556
-40
1452
$92.1K ﹤0.01%
14,100
-2,550
1453
$91.7K ﹤0.01%
10,854
+6,773
1454
$91.6K ﹤0.01%
515
-191
1455
$91.2K ﹤0.01%
4,002
1456
$90.9K ﹤0.01%
1,515
-60
1457
$90.5K ﹤0.01%
10,731
+249
1458
$90.2K ﹤0.01%
2,638
-2,472
1459
$90.1K ﹤0.01%
1,292
-75
1460
$90K ﹤0.01%
4,188
-461
1461
$89.8K ﹤0.01%
1,640
1462
$89.4K ﹤0.01%
1,125
1463
$89K ﹤0.01%
1,713
+118
1464
$89K ﹤0.01%
1,594
-160
1465
$89K ﹤0.01%
1,773
-486
1466
$88.7K ﹤0.01%
1,832
+303
1467
$88.6K ﹤0.01%
2,543
-2,365
1468
$88.6K ﹤0.01%
3,030
-3,782
1469
$88.3K ﹤0.01%
8,861
1470
$88K ﹤0.01%
+4,256
1471
$87.7K ﹤0.01%
3,711
-1,657
1472
$87.2K ﹤0.01%
1,774
-10,990
1473
$87K ﹤0.01%
574
-126
1474
$87K ﹤0.01%
10,598
+4,846
1475
$86.9K ﹤0.01%
1,013
-56
57 58
59
60 61