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
2201
$12.5K ﹤0.01%
326
2202
$12.5K ﹤0.01%
326
-214
2203
$12.4K ﹤0.01%
100
2204
$12.4K ﹤0.01%
295
+135
2205
$12.4K ﹤0.01%
+1,000
2206
$12.4K ﹤0.01%
80
-14
2207
$12.3K ﹤0.01%
176
-163
2208
$12.3K ﹤0.01%
284
-469
2209
$12.3K ﹤0.01%
175
-283
2210
$12.2K ﹤0.01%
603
2211
$12.2K ﹤0.01%
94
2212
$12.2K ﹤0.01%
162
-30
2213
$12.1K ﹤0.01%
1,000
-1,262
2214
$12.1K ﹤0.01%
34
2215
$12.1K ﹤0.01%
340
2216
$12.1K ﹤0.01%
528
-106
2217
$12.1K ﹤0.01%
106
+81
2218
$12.1K ﹤0.01%
129
2219
$12.1K ﹤0.01%
565
+14
2220
$12K ﹤0.01%
452
2221
$12K ﹤0.01%
+69
2222
$11.9K ﹤0.01%
57
2223
$11.9K ﹤0.01%
+351
2224
$11.8K ﹤0.01%
104
-353
2225
$11.8K ﹤0.01%
+155
87 88
89
90 91