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
2226
$11.7K ﹤0.01%
404
2227
$11.6K ﹤0.01%
170
2228
$11.6K ﹤0.01%
+376
2229
$11.6K ﹤0.01%
4,331
+3,665
2230
$11.5K ﹤0.01%
152
2231
$11.5K ﹤0.01%
156
-95
2232
$11.5K ﹤0.01%
147
-1,335
2233
$11.4K ﹤0.01%
300
2234
$11.4K ﹤0.01%
382
2235
$11.3K ﹤0.01%
+208
2236
$11.3K ﹤0.01%
1,127
-2,028
2237
$11.3K ﹤0.01%
446
2238
$11.3K ﹤0.01%
160
2239
$11.2K ﹤0.01%
60
2240
$11.2K ﹤0.01%
475
2241
$11.1K ﹤0.01%
500
+10
2242
$11K ﹤0.01%
250
2243
$11K ﹤0.01%
65
2244
$10.8K ﹤0.01%
248
-483
2245
$10.6K ﹤0.01%
109
-520
2246
$10.6K ﹤0.01%
105
+15
2247
$10.6K ﹤0.01%
350
-150
2248
$10.6K ﹤0.01%
300
2249
$10.5K ﹤0.01%
1,088
2250
$10.5K ﹤0.01%
69
-20
88 89
90
91 92