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
1601
$63.2K ﹤0.01%
2,577
-2,639
1602
$62.4K ﹤0.01%
1,548
-287
1603
$62.2K ﹤0.01%
447
1604
$62.2K ﹤0.01%
2,460
+60
1605
$62.1K ﹤0.01%
480
+12
1606
$62.1K ﹤0.01%
1,527
-188
1607
$62K ﹤0.01%
250
+50
1608
$61.5K ﹤0.01%
1,460
1609
$61.4K ﹤0.01%
578
+163
1610
$61.3K ﹤0.01%
742
+10
1611
$61.1K ﹤0.01%
1,592
+137
1612
$60.8K ﹤0.01%
991
-9,145
1613
$60.8K ﹤0.01%
2,070
1614
$60.6K ﹤0.01%
417
+312
1615
$60.6K ﹤0.01%
551
+68
1616
$60.5K ﹤0.01%
+11,371
1617
$60.3K ﹤0.01%
1,000
1618
$59.9K ﹤0.01%
750
-199
1619
$59.9K ﹤0.01%
555
-25
1620
$59.8K ﹤0.01%
4,000
1621
$59.7K ﹤0.01%
1,325
-813
1622
$58.9K ﹤0.01%
3,291
+1
1623
$58.8K ﹤0.01%
1,375
+296
1624
$58.8K ﹤0.01%
5,977
1625
$58.7K ﹤0.01%
389
63 64
65
66 67