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
2101
$18K ﹤0.01%
190
-15
2102
$18K ﹤0.01%
272
+120
2103
$18K ﹤0.01%
425
2104
$17.9K ﹤0.01%
1,668
+1,506
2105
$17.9K ﹤0.01%
247
+147
2106
$17.8K ﹤0.01%
5,970
2107
$17.8K ﹤0.01%
145
2108
$17.7K ﹤0.01%
160
2109
$17.6K ﹤0.01%
160
-30
2110
$17.6K ﹤0.01%
3,101
2111
$17.6K ﹤0.01%
368
-3
2112
$17.4K ﹤0.01%
219
+153
2113
$17.4K ﹤0.01%
166
2114
$17.3K ﹤0.01%
1,941
2115
$17.3K ﹤0.01%
261
2116
$17.1K ﹤0.01%
1,500
-500
2117
$17.1K ﹤0.01%
2,348
2118
$17K ﹤0.01%
73
+11
2119
$16.9K ﹤0.01%
150
2120
$16.8K ﹤0.01%
844
2121
$16.7K ﹤0.01%
89
2122
$16.6K ﹤0.01%
144
-3
2123
$16.6K ﹤0.01%
188
2124
$16.6K ﹤0.01%
2,400
2125
$16.4K ﹤0.01%
478
83 84
85
86 87