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
351
$7.07M 0.02%
128,034
-21,018
352
$6.91M 0.02%
631,275
-222,713
353
$6.9M 0.02%
532,374
-11,948
354
$6.85M 0.02%
56,986
-1,441
355
$6.83M 0.02%
76,898
-3,768
356
$6.75M 0.02%
41,172
-4,078
357
$6.69M 0.02%
30,170
-755
358
$6.66M 0.02%
114,312
+7,798
359
$6.66M 0.02%
97,398
+4,185
360
$6.65M 0.02%
178,228
+76,612
361
$6.53M 0.02%
444,907
-74,183
362
$6.25M 0.01%
376,850
+254,361
363
$6.23M 0.01%
45,988
-9,531
364
$6.06M 0.01%
386,352
-36,460
365
$5.95M 0.01%
135,196
-635
366
$5.83M 0.01%
52,750
-739
367
$5.82M 0.01%
64,017
+38,479
368
$5.81M 0.01%
99,935
-112,536
369
$5.73M 0.01%
52,736
-8
370
$5.71M 0.01%
180,230
-5,310
371
$5.67M 0.01%
93,593
+11,532
372
$5.66M 0.01%
207,198
-15,074
373
$5.57M 0.01%
28,302
-5,042
374
$5.51M 0.01%
38,151
-2,141
375
$5.4M 0.01%
73,930
-37,000
13 14
15
16 17