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
2426
$5.9K ﹤0.01%
660
2427
$5.87K ﹤0.01%
378
2428
$5.87K ﹤0.01%
130
-50
2429
$5.86K ﹤0.01%
860
2430
$5.85K ﹤0.01%
13
2431
$5.81K ﹤0.01%
155
+55
2432
$5.78K ﹤0.01%
430
2433
$5.75K ﹤0.01%
390
2434
$5.71K ﹤0.01%
98
-1
2435
$5.7K ﹤0.01%
144
2436
$5.66K ﹤0.01%
43
2437
$5.66K ﹤0.01%
347
-104
2438
$5.66K ﹤0.01%
253
2439
$5.62K ﹤0.01%
509
2440
$5.61K ﹤0.01%
630
-74
2441
$5.59K ﹤0.01%
206
2442
$5.58K ﹤0.01%
295
-89
2443
$5.57K ﹤0.01%
+200
2444
$5.57K ﹤0.01%
+193
2445
$5.55K ﹤0.01%
31
-73
2446
$5.5K ﹤0.01%
188
2447
$5.45K ﹤0.01%
351
+12
2448
$5.44K ﹤0.01%
4,000
-1,100
2449
$5.39K ﹤0.01%
11
2450
$5.36K ﹤0.01%
190
-5
96 97
98
99 100