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
201
$38.4M 0.07%
300,015
+11,710
202
$38.2M 0.07%
382,426
-122,675
203
$37.9M 0.07%
181,294
-4,377
204
$37.8M 0.07%
985,926
+210,996
205
$37.8M 0.07%
1,391,604
-1,754,620
206
$37.5M 0.07%
151,566
-11,358
207
$37.3M 0.07%
413,297
-9,863
208
$37M 0.07%
303,579
-107
209
$36.7M 0.07%
438,333
-33,144
210
$36.6M 0.07%
272,207
+1,457
211
$35.1M 0.06%
393,697
+178
212
$34.8M 0.06%
88,203
-9,728
213
$34.8M 0.06%
80,476
-97,450
214
$34.4M 0.06%
208,694
-6,644
215
$34.2M 0.06%
293,614
-9,265
216
$34M 0.06%
524,079
-2,213
217
$34M 0.06%
118,991
-2,424
218
$33.7M 0.06%
536,902
-12,605
219
$33.2M 0.06%
49
+1
220
$32.8M 0.06%
12,395,541
-159,641
221
$32.3M 0.06%
173,510
+3,813
222
$31.8M 0.06%
1,530,235
-16,235
223
$31.7M 0.06%
395,940
-179,443
224
$31.7M 0.06%
134,972
-4,842
225
$31.4M 0.06%
250,283
-42,858
7 8
9
10 11