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
2301
$8.94K ﹤0.01%
130
2302
$8.93K ﹤0.01%
244
2303
$8.88K ﹤0.01%
1,589
+550
2304
$8.78K ﹤0.01%
1,372
2305
$8.78K ﹤0.01%
1,000
2306
$8.78K ﹤0.01%
365
-240
2307
$8.77K ﹤0.01%
262
-883
2308
$8.77K ﹤0.01%
+110
2309
$8.67K ﹤0.01%
424
2310
$8.65K ﹤0.01%
+325
2311
$8.62K ﹤0.01%
440
+200
2312
$8.56K ﹤0.01%
+55
2313
$8.56K ﹤0.01%
165
+30
2314
$8.55K ﹤0.01%
155
-14
2315
$8.54K ﹤0.01%
322
-65
2316
$8.51K ﹤0.01%
491
+120
2317
$8.5K ﹤0.01%
1,000
2318
$8.48K ﹤0.01%
+200
2319
$8.41K ﹤0.01%
887
-280
2320
$8.39K ﹤0.01%
30
-60
2321
$8.36K ﹤0.01%
364
2322
$8.33K ﹤0.01%
200
2323
$8.32K ﹤0.01%
200
2324
$8.32K ﹤0.01%
700
2325
$8.31K ﹤0.01%
2,078
+73
91 92
93
94 95