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
1501
$80.6K ﹤0.01%
942
1502
$80.3K ﹤0.01%
438
1503
$80.1K ﹤0.01%
2,491
-960
1504
$79.7K ﹤0.01%
9,968
-1,574
1505
$79.7K ﹤0.01%
11,325
1506
$79.7K ﹤0.01%
448
-286
1507
$79.2K ﹤0.01%
834
-64
1508
$78.3K ﹤0.01%
1,653
+148
1509
$78.2K ﹤0.01%
1,673
+495
1510
$77.4K ﹤0.01%
+3,176
1511
$76.9K ﹤0.01%
943
+238
1512
$76.6K ﹤0.01%
456
+225
1513
$76.4K ﹤0.01%
6,616
1514
$76K ﹤0.01%
1,221
+153
1515
$76K ﹤0.01%
+7,500
1516
$75.7K ﹤0.01%
1,196
-317
1517
$75.5K ﹤0.01%
1,325
1518
$75.5K ﹤0.01%
862
-98
1519
$75.4K ﹤0.01%
1,619
+24
1520
$75.1K ﹤0.01%
1,494
+454
1521
$75.1K ﹤0.01%
1,028
+348
1522
$75K ﹤0.01%
675
-12
1523
$74.4K ﹤0.01%
1,000
1524
$74.3K ﹤0.01%
5,900
-400
1525
$74.1K ﹤0.01%
681
-1
59 60
61
62 63