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
2026
$21.5K ﹤0.01%
142
2027
$21.5K ﹤0.01%
205
+91
2028
$21.5K ﹤0.01%
2,049
2029
$21.5K ﹤0.01%
781
-325
2030
$21.5K ﹤0.01%
480
+8
2031
$21.4K ﹤0.01%
296
+41
2032
$21.3K ﹤0.01%
500
-33
2033
$21.3K ﹤0.01%
562
2034
$21.3K ﹤0.01%
+429
2035
$21.2K ﹤0.01%
139
2036
$21.1K ﹤0.01%
401
-1,311
2037
$21K ﹤0.01%
+662
2038
$20.9K ﹤0.01%
1,078
2039
$20.9K ﹤0.01%
500
2040
$20.9K ﹤0.01%
415
2041
$20.9K ﹤0.01%
+886
2042
$20.7K ﹤0.01%
2,440
+300
2043
$20.6K ﹤0.01%
582
2044
$20.6K ﹤0.01%
198
2045
$20.6K ﹤0.01%
1,285
-470
2046
$20.6K ﹤0.01%
1,165
2047
$20.5K ﹤0.01%
561
-16
2048
$20.5K ﹤0.01%
175
2049
$20.5K ﹤0.01%
343
2050
$20.3K ﹤0.01%
245
-26
80 81
82
83 84