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
1876
$31.2K ﹤0.01%
656
1877
$31.1K ﹤0.01%
1,220
-1,570
1878
$31.1K ﹤0.01%
6,675
-7,791
1879
$31.1K ﹤0.01%
733
1880
$31K ﹤0.01%
1,513
1881
$31K ﹤0.01%
276
-131
1882
$30.9K ﹤0.01%
790
-515
1883
$30.8K ﹤0.01%
+435
1884
$30.8K ﹤0.01%
+917
1885
$30.7K ﹤0.01%
901
1886
$30.7K ﹤0.01%
1,006
1887
$30.7K ﹤0.01%
641
1888
$30.6K ﹤0.01%
400
1889
$30.6K ﹤0.01%
983
+80
1890
$30.5K ﹤0.01%
+495
1891
$30.4K ﹤0.01%
+800
1892
$30.4K ﹤0.01%
+1,431
1893
$30.2K ﹤0.01%
1,781
+153
1894
$30.2K ﹤0.01%
1,146
1895
$30.1K ﹤0.01%
2,000
-2,800
1896
$30.1K ﹤0.01%
505
1897
$30K ﹤0.01%
2,042
1898
$30K ﹤0.01%
429
-25
1899
$29.7K ﹤0.01%
398
+137
1900
$29.7K ﹤0.01%
671
74 75
76
77 78