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
326
$8.54M 0.02%
209,119
-47,278
327
$8.49M 0.02%
12,272
+9,269
328
$8.47M 0.02%
61,696
-3,659
329
$8.37M 0.02%
54,795
-8,709
330
$8.37M 0.02%
510,415
+283,997
331
$8.36M 0.02%
94,717
-5,217
332
$8.31M 0.02%
128,475
-8
333
$8.23M 0.02%
413,059
-1,572
334
$8.17M 0.02%
77,840
-14,396
335
$8.15M 0.02%
30,780
-3,025
336
$8.05M 0.02%
38,897
-7,914
337
$7.87M 0.02%
137,805
+34,586
338
$7.8M 0.02%
36,756
-9,339
339
$7.77M 0.02%
132,861
-22,734
340
$7.77M 0.02%
206,071
+106,090
341
$7.69M 0.02%
1,463,843
-511,618
342
$7.62M 0.02%
701,795
-69,822
343
$7.49M 0.02%
79,609
-18,168
344
$7.37M 0.02%
16,141
-992
345
$7.35M 0.02%
99,655
-10,392
346
$7.26M 0.02%
17,492
-21
347
$7.25M 0.02%
241,152
+5,757
348
$7.23M 0.02%
2,345
+725
349
$7.13M 0.02%
61,960
-2,591
350
$7.07M 0.02%
866,597
12 13
14
15 16