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
2376
$7.04K ﹤0.01%
+281
2377
$7.04K ﹤0.01%
836
+138
2378
$7.02K ﹤0.01%
+146
2379
$7.01K ﹤0.01%
189
2380
$6.98K ﹤0.01%
2,000
2381
$6.97K ﹤0.01%
520
2382
$6.93K ﹤0.01%
185
2383
$6.89K ﹤0.01%
86
2384
$6.85K ﹤0.01%
189
2385
$6.82K ﹤0.01%
182
-80
2386
$6.82K ﹤0.01%
217
2387
$6.81K ﹤0.01%
700
-9,800
2388
$6.79K ﹤0.01%
1,200
2389
$6.75K ﹤0.01%
40
2390
$6.73K ﹤0.01%
+91
2391
$6.66K ﹤0.01%
121
-200
2392
$6.66K ﹤0.01%
200
2393
$6.65K ﹤0.01%
148
2394
$6.64K ﹤0.01%
407
-19
2395
$6.62K ﹤0.01%
400
2396
$6.56K ﹤0.01%
257
2397
$6.56K ﹤0.01%
200
2398
$6.53K ﹤0.01%
1,146
+25
2399
$6.52K ﹤0.01%
163
+118
2400
$6.5K ﹤0.01%
339
94 95
96
97 98