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
1476
$86.4K ﹤0.01%
3,000
-34
1477
$85.8K ﹤0.01%
1,858
1478
$85.6K ﹤0.01%
1,457
-1,601
1479
$85.6K ﹤0.01%
312
-25
1480
$85.5K ﹤0.01%
2,244
+628
1481
$85.5K ﹤0.01%
1,617
-482
1482
$85.3K ﹤0.01%
1,285
+56
1483
$84.8K ﹤0.01%
930
+3
1484
$84.8K ﹤0.01%
2,076
+25
1485
$84.6K ﹤0.01%
3,358
-40
1486
$84.4K ﹤0.01%
8,500
-1,500
1487
$83.7K ﹤0.01%
2,877
-349
1488
$83.6K ﹤0.01%
885
-96
1489
$83.4K ﹤0.01%
3,608
1490
$83.4K ﹤0.01%
231
+76
1491
$83.1K ﹤0.01%
1,758
1492
$82.5K ﹤0.01%
1,200
1493
$82K ﹤0.01%
6,500
1494
$81.7K ﹤0.01%
944
-2
1495
$81.6K ﹤0.01%
6,266
-128
1496
$81.3K ﹤0.01%
3,000
1497
$81.2K ﹤0.01%
4,357
1498
$81.1K ﹤0.01%
1,642
1499
$81K ﹤0.01%
1,500
1500
$80.9K ﹤0.01%
2,085
58 59
60
61 62