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
2451
$5.35K ﹤0.01%
84
2452
$5.33K ﹤0.01%
121
-800
2453
$5.32K ﹤0.01%
84
-441
2454
$5.3K ﹤0.01%
64
2455
$5.25K ﹤0.01%
1,000
-1,000
2456
$5.22K ﹤0.01%
107
2457
$5.22K ﹤0.01%
182
-70
2458
$5.21K ﹤0.01%
183
+4
2459
$5.21K ﹤0.01%
80
-28
2460
$5.2K ﹤0.01%
285
-253
2461
$5.19K ﹤0.01%
138
2462
$5.19K ﹤0.01%
+198
2463
$5.17K ﹤0.01%
136
2464
$5.17K ﹤0.01%
+1,000
2465
$5.13K ﹤0.01%
22
+14
2466
$5.13K ﹤0.01%
568
2467
$5.1K ﹤0.01%
+3,000
2468
$5.08K ﹤0.01%
265
-467
2469
$5.08K ﹤0.01%
1,500
2470
$5.03K ﹤0.01%
+300
2471
$4.99K ﹤0.01%
173
-100
2472
$4.94K ﹤0.01%
+1,817
2473
$4.94K ﹤0.01%
398
-4
2474
$4.93K ﹤0.01%
562
2475
$4.92K ﹤0.01%
+50
97 98
99
100 101