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
1851
$33K ﹤0.01%
301
-38
1852
$33K ﹤0.01%
1,500
1853
$33K ﹤0.01%
981
+301
1854
$32.9K ﹤0.01%
1,100
1855
$32.8K ﹤0.01%
669
+368
1856
$32.7K ﹤0.01%
549
+485
1857
$32.6K ﹤0.01%
2,000
1858
$32.6K ﹤0.01%
1,904
1859
$32.6K ﹤0.01%
119
1860
$32.6K ﹤0.01%
1,378
-3,410
1861
$32.6K ﹤0.01%
142
+8
1862
$32.5K ﹤0.01%
+460
1863
$32.5K ﹤0.01%
305
-1,087
1864
$32.5K ﹤0.01%
5,000
1865
$32.3K ﹤0.01%
641
-12,631
1866
$32.2K ﹤0.01%
2,150
-456,035
1867
$32.2K ﹤0.01%
2,253
-1,277
1868
$31.9K ﹤0.01%
356
+10
1869
$31.8K ﹤0.01%
400
1870
$31.8K ﹤0.01%
2,300
1871
$31.6K ﹤0.01%
714
-2,850
1872
$31.6K ﹤0.01%
300
-188
1873
$31.5K ﹤0.01%
839
+1
1874
$31.4K ﹤0.01%
2,145
-190
1875
$31.2K ﹤0.01%
+1,527
73 74
75
76 77