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
276
$16.2M 0.04%
39,590
-2,193
277
$15.7M 0.04%
49,700
+6,611
278
$15.6M 0.04%
228,598
-11,776
279
$15.5M 0.04%
410,690
-109,010
280
$15M 0.04%
39,638
-146
281
$14.8M 0.03%
141,542
-4,445
282
$14.6M 0.03%
519,692
-2,725
283
$14.4M 0.03%
433,778
+12,253
284
$14.4M 0.03%
191,320
-139,940
285
$14.1M 0.03%
145,780
+7,467
286
$14M 0.03%
98,487
-29,691
287
$14M 0.03%
420,521
-67,928
288
$13.6M 0.03%
147,631
-585
289
$13.3M 0.03%
219,675
+66,300
290
$13.3M 0.03%
25
+23
291
$12.8M 0.03%
544,581
-6,078
292
$12.8M 0.03%
82,326
-8,844
293
$12.6M 0.03%
365,530
-95,053
294
$12.6M 0.03%
73,239
-859
295
$12.5M 0.03%
352,393
-17,132
296
$12.5M 0.03%
81,768
-236,581
297
$12.4M 0.03%
214,457
-76,350
298
$12.4M 0.03%
192,054
-2,082
299
$12.3M 0.03%
98,271
-4,289
300
$12.2M 0.03%
524,768
+12,212
10 11
12
13 14