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
2276
$9.83K ﹤0.01%
403
-1,392
2277
$9.82K ﹤0.01%
330
+172
2278
$9.81K ﹤0.01%
964
2279
$9.78K ﹤0.01%
7,300
-750
2280
$9.73K ﹤0.01%
282
-412
2281
$9.71K ﹤0.01%
300
2282
$9.64K ﹤0.01%
98
-120
2283
$9.58K ﹤0.01%
247
-84
2284
$9.58K ﹤0.01%
171
-1,240
2285
$9.57K ﹤0.01%
2,305
2286
$9.52K ﹤0.01%
2,630
-750
2287
$9.52K ﹤0.01%
1,565
2288
$9.48K ﹤0.01%
265
+5
2289
$9.36K ﹤0.01%
2,000
2290
$9.34K ﹤0.01%
320
2291
$9.33K ﹤0.01%
796
-7,251
2292
$9.29K ﹤0.01%
282
-580
2293
$9.22K ﹤0.01%
100
2294
$9.11K ﹤0.01%
64
+44
2295
$9.1K ﹤0.01%
800
2296
$9.08K ﹤0.01%
319
2297
$9.06K ﹤0.01%
+77
2298
$8.99K ﹤0.01%
161
+10
2299
$8.97K ﹤0.01%
864
2300
$8.94K ﹤0.01%
294
-318
90 91
92
93 94