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
151
$71.1M 0.13%
506,874
-16,904
152
$71M 0.13%
163,787
+5,761
153
$70.4M 0.13%
136,665
+1,182
154
$68.8M 0.12%
2,277,824
-57,950
155
$68.6M 0.12%
20,769
-623
156
$65.5M 0.12%
488,561
-12,175
157
$65.1M 0.12%
339,778
-5,506
158
$65.1M 0.12%
214,952
-1,478
159
$64.5M 0.12%
417,173
-12,915
160
$64.1M 0.12%
179,371
-4,103
161
$62.2M 0.11%
1,674,064
-68,152
162
$60.4M 0.11%
841,933
+60,875
163
$60.2M 0.11%
929,488
-5,321
164
$59.3M 0.11%
1,089,542
-31,803
165
$58.6M 0.11%
269,860
-7,275
166
$54.8M 0.1%
125,932
-3,197
167
$53.9M 0.1%
197,186
-4,978
168
$53.5M 0.1%
436,689
-1,294
169
$53.4M 0.1%
92,539
-1,351
170
$52.7M 0.1%
240,148
-21,748
171
$52.3M 0.09%
870,335
172
$49.3M 0.09%
185,052
-2,708
173
$49.2M 0.09%
10,557,999
-136,984
174
$48.9M 0.09%
203,368
-5,118
175
$48.8M 0.09%
148,323
+147,777
5 6
7
8 9