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
1626
$58.7K ﹤0.01%
1,809
1627
$58.5K ﹤0.01%
1,521
1628
$58.5K ﹤0.01%
2,441
+6
1629
$58.5K ﹤0.01%
1,957
+266
1630
$58.4K ﹤0.01%
1,370
1631
$58.1K ﹤0.01%
701
+31
1632
$58.1K ﹤0.01%
1,064
1633
$58K ﹤0.01%
2,320
-8,320
1634
$57.9K ﹤0.01%
1,374
+25
1635
$57.4K ﹤0.01%
925
-131
1636
$57.3K ﹤0.01%
1,000
1637
$57.3K ﹤0.01%
5,196
+196
1638
$57.1K ﹤0.01%
3,754
+134
1639
$56.7K ﹤0.01%
5,700
-100
1640
$56.5K ﹤0.01%
1,370
+977
1641
$56.5K ﹤0.01%
5,155
-4,905
1642
$56.4K ﹤0.01%
1,150
-3,557
1643
$56.2K ﹤0.01%
2,155
1644
$55.7K ﹤0.01%
2,239
1645
$55.6K ﹤0.01%
510
1646
$55.5K ﹤0.01%
1,345
1647
$55.5K ﹤0.01%
1,162
+325
1648
$55.4K ﹤0.01%
4,611
-3,771
1649
$55.3K ﹤0.01%
1,724
1650
$55.3K ﹤0.01%
7,173
-2,050
64 65
66
67 68