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
2326
$8.3K ﹤0.01%
249
2327
$8.27K ﹤0.01%
159
+125
2328
$8.26K ﹤0.01%
44
2329
$8.23K ﹤0.01%
1,263
-11,137
2330
$8.19K ﹤0.01%
340
2331
$8.19K ﹤0.01%
45
-172
2332
$8.17K ﹤0.01%
272
+68
2333
$8.15K ﹤0.01%
610
2334
$8.06K ﹤0.01%
337
2335
$8.06K ﹤0.01%
1,000
2336
$7.97K ﹤0.01%
41
2337
$7.95K ﹤0.01%
75
2338
$7.94K ﹤0.01%
476
-50
2339
$7.89K ﹤0.01%
119
+31
2340
$7.89K ﹤0.01%
230
+192
2341
$7.88K ﹤0.01%
750
2342
$7.86K ﹤0.01%
+158
2343
$7.84K ﹤0.01%
170
2344
$7.82K ﹤0.01%
50
2345
$7.81K ﹤0.01%
615
-208
2346
$7.76K ﹤0.01%
190
-1,900
2347
$7.75K ﹤0.01%
+5,000
2348
$7.75K ﹤0.01%
84
2349
$7.71K ﹤0.01%
136
-267
2350
$7.7K ﹤0.01%
1,000
92 93
94
95 96