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
1751
$41.1K ﹤0.01%
116
-121
1752
$41.1K ﹤0.01%
855
-3,003
1753
$41K ﹤0.01%
538
-849
1754
$41K ﹤0.01%
936
-25
1755
$40.8K ﹤0.01%
596
+233
1756
$40.8K ﹤0.01%
491
-267
1757
$40.7K ﹤0.01%
1,046
+20
1758
$40.5K ﹤0.01%
4,322
1759
$40.3K ﹤0.01%
241
+4
1760
$40.1K ﹤0.01%
3,770
-3,857
1761
$39.8K ﹤0.01%
4,163
+838
1762
$39.7K ﹤0.01%
773
+50
1763
$39.4K ﹤0.01%
1,676
1764
$39.3K ﹤0.01%
1,414
-841
1765
$39.2K ﹤0.01%
502
+57
1766
$39.2K ﹤0.01%
231
-80
1767
$39.2K ﹤0.01%
1,000
1768
$39.1K ﹤0.01%
657
+50
1769
$38.9K ﹤0.01%
1,067
-3,509
1770
$38.9K ﹤0.01%
3,505
1771
$38.9K ﹤0.01%
2,504
1772
$38.9K ﹤0.01%
431
+300
1773
$38.9K ﹤0.01%
1,160
+116
1774
$38.9K ﹤0.01%
219
1775
$38.9K ﹤0.01%
+1,000
69 70
71
72 73