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
301
$11.9M 0.03%
43,556
-2,439
302
$11.8M 0.03%
82,637
+3,753
303
$11.8M 0.03%
168,615
-20,936
304
$11.6M 0.03%
1,232,880
-81,052
305
$10.9M 0.03%
397,875
-63,570
306
$10.8M 0.03%
647,748
307
$10.8M 0.03%
158,156
+390
308
$10.7M 0.03%
183,584
+38,337
309
$10.6M 0.03%
260,370
-29,928
310
$10.6M 0.03%
115,054
+27,695
311
$10.4M 0.02%
510,362
312
$10.2M 0.02%
243,346
-8,644
313
$9.93M 0.02%
212,571
-94,958
314
$9.68M 0.02%
50,874
-1,624
315
$9.63M 0.02%
+24,163
316
$9.57M 0.02%
491,571
-82
317
$9.39M 0.02%
110,777
-29,443
318
$9.37M 0.02%
48,862
-8,755
319
$9.26M 0.02%
149,557
+78,302
320
$8.98M 0.02%
217,758
-4,325
321
$8.89M 0.02%
171,405
-1,154
322
$8.87M 0.02%
38,804
-666
323
$8.84M 0.02%
85,593
-1,440
324
$8.83M 0.02%
402,041
325
$8.65M 0.02%
31,770
-2,310
11 12
13
14 15