CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$2.9B 5.26%
6,834,135
-30,280
2
$2.68B 4.86%
11,038,856
-346,510
3
$2.38B 4.31%
10,695,476
-337,815
4
$1.89B 3.42%
13,470,218
-565,161
5
$1.58B 2.86%
8,130,382
+390,206
6
$1.56B 2.83%
8,686,237
-119,392
7
$988M 1.79%
3,159,796
-75,577
8
$842M 1.53%
4,837,549
-143,912
9
$835M 1.51%
4,271,333
-170,479
10
$788M 1.43%
3,242,788
-69,766
11
$755M 1.37%
1,438,738
-43,985
12
$629M 1.14%
3,724,591
-76,072
13
$610M 1.11%
1,865,635
-67,751
14
$605M 1.1%
989,825
+8,767
15
$540M 0.98%
8,105,996
-984,362
16
$533M 0.97%
4,667,557
-119,519
17
$500M 0.91%
8,452,485
-266,075
18
$495M 0.9%
628,733
-114
19
$473M 0.86%
1,222,842
-310,246
20
$468M 0.85%
6,626,486
+459,596
21
$459M 0.83%
925,446
-22,356
22
$445M 0.81%
15,099,522
+134,580
23
$441M 0.8%
4,122,822
-93,621
24
$431M 0.78%
2,709,569
-52,722
25
$426M 0.77%
2,075,563
-55,403
1
2 3 4 5