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
1976
$24.4K ﹤0.01%
2,932
1977
$24.1K ﹤0.01%
704
-723
1978
$24K ﹤0.01%
3,000
1979
$23.9K ﹤0.01%
300
-2,005
1980
$23.9K ﹤0.01%
790
+709
1981
$23.9K ﹤0.01%
+171
1982
$23.8K ﹤0.01%
294
1983
$23.8K ﹤0.01%
2,000
1984
$23.8K ﹤0.01%
1,043
1985
$23.7K ﹤0.01%
263
-32
1986
$23.6K ﹤0.01%
120
-27
1987
$23.5K ﹤0.01%
500
1988
$23.5K ﹤0.01%
253
-534
1989
$23.4K ﹤0.01%
452
+302
1990
$23.4K ﹤0.01%
1,622
1991
$23.3K ﹤0.01%
1,495
-750
1992
$23.3K ﹤0.01%
1,976
+20
1993
$23.2K ﹤0.01%
983
-767
1994
$23.2K ﹤0.01%
78
+16
1995
$23.2K ﹤0.01%
222
-22
1996
$23.1K ﹤0.01%
1,000
1997
$23K ﹤0.01%
1,000
1998
$22.9K ﹤0.01%
588
+194
1999
$22.8K ﹤0.01%
+790
2000
$22.8K ﹤0.01%
1,562
-100
78 79
80
81 82