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
$42.3B
AUM Growth
-$3.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,138
New
Increased
Reduced
Closed

Top Buys

1
+$275M
2
+$240M
3
+$55.1M
4
DHR icon
Danaher
DHR
+$54.6M
5
FTAI icon
FTAI Aviation
FTAI
+$53.3M

Top Sells

1
+$192M
2
+$154M
3
+$124M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$115M
5
MLM icon
Martin Marietta Materials
MLM
+$68.9M

Sector Composition

1 Technology 24.35%
2 Healthcare 13.41%
3 Financials 12.71%
4 Consumer Discretionary 8.4%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26.7M 0.06%
244,201
-26,467
227
$25.9M 0.06%
234,344
+95,542
228
$25.7M 0.06%
260,889
-621
229
$25.7M 0.06%
320,083
+1,396
230
$25.4M 0.06%
167,191
-1,833
231
$25.3M 0.06%
11,881,976
+374,746
232
$25.2M 0.06%
564,144
-289,521
233
$24.9M 0.06%
1,512,335
+8,695
234
$24.7M 0.06%
136,174
+130,104
235
$24.6M 0.06%
158,079
-4,047
236
$24.6M 0.06%
750,560
+19,434
237
$24.3M 0.06%
53,082
+49
238
$24.2M 0.06%
305,486
+10,587
239
$24.2M 0.06%
426,530
-1,065
240
$24.2M 0.06%
169,513
-2,062
241
$24.1M 0.06%
238,014
-3,311
242
$24.1M 0.06%
335,711
-3,257
243
$24.1M 0.06%
96,174
-2,704
244
$23.9M 0.06%
449,137
+44,007
245
$23.8M 0.06%
159,298
+1,355
246
$23.7M 0.06%
262,092
-1,755
247
$23.7M 0.06%
475,270
-6,760
248
$23.5M 0.06%
1,275,586
+143,824
249
$23.3M 0.06%
243,194
-26,056
250
$23.2M 0.05%
438,200
-257,328
8 9
10
11 12