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
176
$48M 0.09%
785,928
+774,718
177
$48M 0.09%
272,674
-4,469
178
$47M 0.09%
833,775
-4,081
179
$46.9M 0.09%
266,749
+45,714
180
$46.7M 0.08%
684,348
-20,157
181
$46M 0.08%
257,791
-7,580
182
$45.6M 0.08%
802,257
-20,580
183
$45.3M 0.08%
451,562
-41,094
184
$45.1M 0.08%
3,109,177
+960,577
185
$42.6M 0.08%
172,617
-4,798
186
$42.6M 0.08%
402,703
-11,443
187
$42.4M 0.08%
56,966
-94,647
188
$42.1M 0.08%
472,140
-14,619
189
$42M 0.08%
856,465
-284,742
190
$41.8M 0.08%
244,608
-35,738
191
$41.3M 0.07%
381,223
+151,914
192
$41.1M 0.07%
1,024,147
-41,616
193
$40.9M 0.07%
218,402
-6,439
194
$40.6M 0.07%
972,291
+7,226
195
$40.6M 0.07%
67,395
-1,087
196
$40.3M 0.07%
487,185
+38,348
197
$39.8M 0.07%
644,156
+3,779
198
$39.4M 0.07%
407,941
-1,372
199
$38.8M 0.07%
709,944
+567,135
200
$38.6M 0.07%
111,998
-2,664
6 7
8
9 10