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
251
$23.2M 0.05%
136,705
-2,650
252
$22.2M 0.05%
58,687
-76
253
$22.2M 0.05%
1,052,492
-689,988
254
$21.4M 0.05%
401,105
-3,848
255
$21.2M 0.05%
448,795
+235,468
256
$20.7M 0.05%
382,815
-81,151
257
$20.5M 0.05%
+142,720
258
$20.4M 0.05%
36,503
-1,262
259
$20.1M 0.05%
341,134
+298,750
260
$19.8M 0.05%
92,359
+18,985
261
$19.7M 0.05%
68,877
-3,637
262
$19.5M 0.05%
260,686
-20,160
263
$18.8M 0.04%
184,538
-5,945
264
$18.7M 0.04%
172,358
-7,963
265
$18.5M 0.04%
1,076,480
-254,541
266
$18.3M 0.04%
865,740
-142,600
267
$18.1M 0.04%
1,384,051
268
$18.1M 0.04%
650,161
+196,115
269
$18M 0.04%
269,093
-5,949
270
$17.9M 0.04%
192,105
-1,637
271
$17.6M 0.04%
103,235
+17,632
272
$17.3M 0.04%
200,641
+20
273
$17.2M 0.04%
534,784
-40,480
274
$16.6M 0.04%
174,328
-526
275
$16.4M 0.04%
63,342
-3,183
9 10
11
12 13