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
1701
$47.1K ﹤0.01%
586
1702
$47K ﹤0.01%
2,197
+1,583
1703
$46.9K ﹤0.01%
2,000
1704
$46.7K ﹤0.01%
1,951
+36
1705
$46.5K ﹤0.01%
1,125
-55
1706
$46.5K ﹤0.01%
+2,782
1707
$46.3K ﹤0.01%
2,059
+1,846
1708
$46.3K ﹤0.01%
1,256
+229
1709
$46.2K ﹤0.01%
2,091
-3,000
1710
$45.9K ﹤0.01%
2,701
+36
1711
$45.6K ﹤0.01%
554
+442
1712
$45.5K ﹤0.01%
1,338
-23
1713
$45.2K ﹤0.01%
2,144
-983
1714
$45K ﹤0.01%
7,871
+137
1715
$44.9K ﹤0.01%
406
1716
$44.7K ﹤0.01%
243
+127
1717
$44.6K ﹤0.01%
12,523
+214
1718
$44.5K ﹤0.01%
265
-135
1719
$44.3K ﹤0.01%
4,000
1720
$44.3K ﹤0.01%
572
-1,026
1721
$44K ﹤0.01%
1,002
-500
1722
$43.7K ﹤0.01%
276
+146
1723
$43.4K ﹤0.01%
567
1724
$43.4K ﹤0.01%
1,467
1725
$43.4K ﹤0.01%
404
67 68
69
70 71