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
1651
$55.3K ﹤0.01%
599
-2
1652
$55.2K ﹤0.01%
1,100
1653
$55.1K ﹤0.01%
2,234
-1,022
1654
$54.9K ﹤0.01%
1,351
+851
1655
$54.8K ﹤0.01%
1,654
+656
1656
$54.6K ﹤0.01%
2,983
1657
$54K ﹤0.01%
1,046
1658
$54K ﹤0.01%
2,291
1659
$53.4K ﹤0.01%
2,372
+1,222
1660
$53.1K ﹤0.01%
7,850
1661
$53.1K ﹤0.01%
1,981
-364
1662
$53K ﹤0.01%
309
+11
1663
$53K ﹤0.01%
1,800
1664
$52.9K ﹤0.01%
414
1665
$52.6K ﹤0.01%
480
+120
1666
$52.3K ﹤0.01%
10,546
1667
$52.3K ﹤0.01%
942
1668
$52K ﹤0.01%
370
+86
1669
$51.8K ﹤0.01%
3,600
1670
$51.4K ﹤0.01%
591
-44
1671
$51.3K ﹤0.01%
521
+205
1672
$51.1K ﹤0.01%
741
+545
1673
$51.1K ﹤0.01%
+6,660
1674
$50.7K ﹤0.01%
5,162
+56
1675
$50.3K ﹤0.01%
3,460
+77
65 66
67
68 69