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
2001
$22.8K ﹤0.01%
435
-59
2002
$22.7K ﹤0.01%
+459
2003
$22.7K ﹤0.01%
3,997
2004
$22.7K ﹤0.01%
250
2005
$22.7K ﹤0.01%
2,600
-792
2006
$22.6K ﹤0.01%
20,000
2007
$22.5K ﹤0.01%
588
-1,551,641
2008
$22.4K ﹤0.01%
6,664
2009
$22.4K ﹤0.01%
306
+105
2010
$22.3K ﹤0.01%
1,907
2011
$22.3K ﹤0.01%
+195
2012
$22.3K ﹤0.01%
149
-945
2013
$22.2K ﹤0.01%
2,308
2014
$22.1K ﹤0.01%
500
-2,433
2015
$22.1K ﹤0.01%
782
-487
2016
$22K ﹤0.01%
322
-90
2017
$21.9K ﹤0.01%
1,200
2018
$21.9K ﹤0.01%
1,614
2019
$21.8K ﹤0.01%
443
2020
$21.8K ﹤0.01%
392
+65
2021
$21.7K ﹤0.01%
+578
2022
$21.7K ﹤0.01%
377
2023
$21.7K ﹤0.01%
240
2024
$21.6K ﹤0.01%
1,000
-22
2025
$21.6K ﹤0.01%
1,232
-75
79 80
81
82 83