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
1951
$25.7K ﹤0.01%
725
+186
1952
$25.7K ﹤0.01%
3,845
1953
$25.7K ﹤0.01%
339
-106
1954
$25.7K ﹤0.01%
150
-350
1955
$25.7K ﹤0.01%
+400
1956
$25.6K ﹤0.01%
465
1957
$25.5K ﹤0.01%
145
+19
1958
$25.5K ﹤0.01%
240
1959
$25.5K ﹤0.01%
1,019
+250
1960
$25.5K ﹤0.01%
1,353
-555
1961
$25.5K ﹤0.01%
116
+50
1962
$25.5K ﹤0.01%
2,955
1963
$25.3K ﹤0.01%
1,490
1964
$25K ﹤0.01%
520
1965
$24.8K ﹤0.01%
7,552
+1,582
1966
$24.8K ﹤0.01%
733
+676
1967
$24.8K ﹤0.01%
158
1968
$24.8K ﹤0.01%
305
1969
$24.7K ﹤0.01%
338
-91
1970
$24.7K ﹤0.01%
954
-786
1971
$24.6K ﹤0.01%
+268
1972
$24.6K ﹤0.01%
156
1973
$24.6K ﹤0.01%
540
-234
1974
$24.5K ﹤0.01%
334
-20
1975
$24.4K ﹤0.01%
1,132
77 78
79
80 81