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
1901
$29.7K ﹤0.01%
642
+534
1902
$29.6K ﹤0.01%
600
1903
$29.6K ﹤0.01%
1,088
1904
$29.5K ﹤0.01%
382
+9
1905
$29.4K ﹤0.01%
728
1906
$29.4K ﹤0.01%
343
1907
$29.3K ﹤0.01%
750
-850
1908
$29.2K ﹤0.01%
790
-805
1909
$29.2K ﹤0.01%
1,844
-1,060
1910
$29.1K ﹤0.01%
612
1911
$29K ﹤0.01%
1,137
-4,000
1912
$29K ﹤0.01%
624
-2
1913
$28.9K ﹤0.01%
94
1914
$28.8K ﹤0.01%
485
-182
1915
$28.8K ﹤0.01%
427
1916
$28.7K ﹤0.01%
1,680
+180
1917
$28.5K ﹤0.01%
177
-69
1918
$28.4K ﹤0.01%
244
1919
$28.4K ﹤0.01%
668
-24
1920
$28.3K ﹤0.01%
1,377
1921
$28.3K ﹤0.01%
573
+152
1922
$28.3K ﹤0.01%
153
+10
1923
$28.3K ﹤0.01%
3,074
1924
$28.2K ﹤0.01%
2,422
1925
$28.1K ﹤0.01%
400
-183
75 76
77
78 79