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
1801
$36.4K ﹤0.01%
452
+39
1802
$36.3K ﹤0.01%
1,470
1803
$36.1K ﹤0.01%
2,000
-1,610
1804
$36.1K ﹤0.01%
+2,331
1805
$36K ﹤0.01%
+1,426
1806
$35.9K ﹤0.01%
+720
1807
$35.9K ﹤0.01%
1,600
+1,577
1808
$35.9K ﹤0.01%
394
+33
1809
$35.8K ﹤0.01%
561
+85
1810
$35.5K ﹤0.01%
1,084
1811
$35.5K ﹤0.01%
1,927
-600
1812
$35.5K ﹤0.01%
1,910
1813
$35.4K ﹤0.01%
1,153
-345
1814
$35.4K ﹤0.01%
372
+86
1815
$35.4K ﹤0.01%
164
1816
$35.2K ﹤0.01%
895
+540
1817
$35.2K ﹤0.01%
255
-1,662
1818
$35.2K ﹤0.01%
2,200
1819
$35.1K ﹤0.01%
86
+24
1820
$35K ﹤0.01%
400
-1
1821
$35K ﹤0.01%
214
1822
$35K ﹤0.01%
222
1823
$34.9K ﹤0.01%
286
1824
$34.8K ﹤0.01%
277
+172
1825
$34.7K ﹤0.01%
1,198
-5,739
71 72
73
74 75