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
2401
$6.48K ﹤0.01%
+212
2402
$6.45K ﹤0.01%
+2,004
2403
$6.45K ﹤0.01%
407
-11,224
2404
$6.45K ﹤0.01%
277
-662
2405
$6.43K ﹤0.01%
40
-62
2406
$6.4K ﹤0.01%
2,500
2407
$6.39K ﹤0.01%
58
2408
$6.39K ﹤0.01%
48
-22
2409
$6.32K ﹤0.01%
168
-30
2410
$6.3K ﹤0.01%
276
-4,775
2411
$6.23K ﹤0.01%
119
2412
$6.21K ﹤0.01%
125
2413
$6.19K ﹤0.01%
80
-10
2414
$6.19K ﹤0.01%
+354
2415
$6.15K ﹤0.01%
107
+99
2416
$6.13K ﹤0.01%
446
-1,053
2417
$6.13K ﹤0.01%
250
2418
$6.12K ﹤0.01%
6,000
2419
$6.12K ﹤0.01%
2,000
2420
$6.03K ﹤0.01%
1,285
2421
$6.02K ﹤0.01%
330
2422
$6.02K ﹤0.01%
142
-428
2423
$5.97K ﹤0.01%
207
2424
$5.92K ﹤0.01%
100
-45
2425
$5.92K ﹤0.01%
144
95 96
97
98 99