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
2051
$20.3K ﹤0.01%
2,000
-1,500
2052
$20.2K ﹤0.01%
1,000
-1,000
2053
$20.2K ﹤0.01%
2,066
+60
2054
$20.2K ﹤0.01%
189
+174
2055
$20.1K ﹤0.01%
2,000
2056
$20.1K ﹤0.01%
500
2057
$20.1K ﹤0.01%
898
-114
2058
$20.1K ﹤0.01%
200
2059
$20K ﹤0.01%
335
2060
$20K ﹤0.01%
882
2061
$20K ﹤0.01%
346
+56
2062
$20K ﹤0.01%
10,000
2063
$20K ﹤0.01%
417
+1
2064
$19.9K ﹤0.01%
733
-588
2065
$19.8K ﹤0.01%
1,000
-100
2066
$19.7K ﹤0.01%
829
2067
$19.7K ﹤0.01%
109
2068
$19.7K ﹤0.01%
650
-30,053
2069
$19.6K ﹤0.01%
165
2070
$19.5K ﹤0.01%
2,130
-1,213
2071
$19.4K ﹤0.01%
5,013
+5,001
2072
$19.4K ﹤0.01%
373
+109
2073
$19.3K ﹤0.01%
800
2074
$19.2K ﹤0.01%
+300
2075
$19.1K ﹤0.01%
2,129
-5
81 82
83
84 85