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
2076
$19K ﹤0.01%
169
-83
2077
$18.8K ﹤0.01%
+75
2078
$18.8K ﹤0.01%
856
+62
2079
$18.7K ﹤0.01%
300
2080
$18.6K ﹤0.01%
754
2081
$18.6K ﹤0.01%
652
2082
$18.6K ﹤0.01%
254
+95
2083
$18.5K ﹤0.01%
10,057
-843
2084
$18.5K ﹤0.01%
12,500
2085
$18.5K ﹤0.01%
2,500
-1
2086
$18.4K ﹤0.01%
1,012
+60
2087
$18.4K ﹤0.01%
100
-19
2088
$18.4K ﹤0.01%
418
-232
2089
$18.3K ﹤0.01%
2,170
-26
2090
$18.3K ﹤0.01%
5,450
2091
$18.2K ﹤0.01%
250
-300
2092
$18.2K ﹤0.01%
+775
2093
$18.2K ﹤0.01%
386
+10
2094
$18.1K ﹤0.01%
172
2095
$18.1K ﹤0.01%
776
+468
2096
$18.1K ﹤0.01%
137
2097
$18.1K ﹤0.01%
43
-4
2098
$18.1K ﹤0.01%
1,407
-678
2099
$18.1K ﹤0.01%
1,057
2100
$18K ﹤0.01%
150
-174
82 83
84
85 86