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
1676
$50.3K ﹤0.01%
9,116
+627
1677
$50.1K ﹤0.01%
1,892
1678
$50K ﹤0.01%
1,625
1679
$49.8K ﹤0.01%
41
-356
1680
$49.8K ﹤0.01%
550
-1,695
1681
$49.6K ﹤0.01%
972
-385
1682
$49.6K ﹤0.01%
1,080
1683
$49.6K ﹤0.01%
2,666
1684
$49.4K ﹤0.01%
1,000
-60
1685
$49.3K ﹤0.01%
4,000
1686
$49.3K ﹤0.01%
2,190
-620
1687
$49.1K ﹤0.01%
500
1688
$49K ﹤0.01%
533
-8,813
1689
$48.9K ﹤0.01%
8,315
1690
$48.9K ﹤0.01%
+500
1691
$48.7K ﹤0.01%
795
1692
$48.5K ﹤0.01%
379
-18
1693
$48.3K ﹤0.01%
3,675
-2,378
1694
$48.2K ﹤0.01%
1,224
1695
$48.1K ﹤0.01%
824
+323
1696
$48K ﹤0.01%
450
1697
$48K ﹤0.01%
1,843
1698
$47.5K ﹤0.01%
6,600
-2,998
1699
$47.1K ﹤0.01%
9,100
1700
$47.1K ﹤0.01%
803
+8
66 67
68
69 70