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
2151
$14.7K ﹤0.01%
150
2152
$14.6K ﹤0.01%
390
+90
2153
$14.6K ﹤0.01%
150
2154
$14.6K ﹤0.01%
1,493
2155
$14.6K ﹤0.01%
300
-1,325
2156
$14.5K ﹤0.01%
467
2157
$14.5K ﹤0.01%
500
2158
$14.5K ﹤0.01%
597
+1
2159
$14.5K ﹤0.01%
+2,000
2160
$14.4K ﹤0.01%
1,000
2161
$14.3K ﹤0.01%
1,458
+942
2162
$14.3K ﹤0.01%
1,000
2163
$14.2K ﹤0.01%
1,505
-454
2164
$14.2K ﹤0.01%
+234
2165
$14.2K ﹤0.01%
256
+69
2166
$14.2K ﹤0.01%
1,000
2167
$14.1K ﹤0.01%
247
2168
$14K ﹤0.01%
+72
2169
$13.9K ﹤0.01%
312
+283
2170
$13.9K ﹤0.01%
195
-246
2171
$13.9K ﹤0.01%
580
-20
2172
$13.9K ﹤0.01%
184
2173
$13.9K ﹤0.01%
390
+22
2174
$13.7K ﹤0.01%
660
-255
2175
$13.7K ﹤0.01%
+200
85 86
87
88 89