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
2176
$13.6K ﹤0.01%
555
+468
2177
$13.5K ﹤0.01%
484
2178
$13.5K ﹤0.01%
234
2179
$13.4K ﹤0.01%
505
-333
2180
$13.3K ﹤0.01%
600
-20
2181
$13.3K ﹤0.01%
500
2182
$13.2K ﹤0.01%
6,833
2183
$13.2K ﹤0.01%
335
2184
$13.1K ﹤0.01%
1,000
-134
2185
$13.1K ﹤0.01%
+38
2186
$13.1K ﹤0.01%
326
-11,647
2187
$13.1K ﹤0.01%
5,000
-600
2188
$13K ﹤0.01%
230
-1,000
2189
$13K ﹤0.01%
500
2190
$12.8K ﹤0.01%
1,100
+1,000
2191
$12.7K ﹤0.01%
603
+100
2192
$12.7K ﹤0.01%
352
-581
2193
$12.6K ﹤0.01%
35
-50
2194
$12.6K ﹤0.01%
1,061
2195
$12.6K ﹤0.01%
+124
2196
$12.6K ﹤0.01%
384
2197
$12.6K ﹤0.01%
470
2198
$12.6K ﹤0.01%
400
+337
2199
$12.6K ﹤0.01%
239
2200
$12.5K ﹤0.01%
409
+2
86 87
88
89 90