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
376
$5.36M 0.01%
13,874
+2,079
377
$5.34M 0.01%
177,262
-988
378
$5.17M 0.01%
656,486
379
$4.97M 0.01%
53,657
-3,556
380
$4.91M 0.01%
879,844
381
$4.85M 0.01%
11,143
+8,363
382
$4.84M 0.01%
44,944
+889
383
$4.83M 0.01%
19,726
+10,603
384
$4.83M 0.01%
21,545
-146
385
$4.8M 0.01%
74,972
-31,561
386
$4.76M 0.01%
37,589
-282,988
387
$4.76M 0.01%
12,611
+11,770
388
$4.75M 0.01%
52,209
-3,083
389
$4.72M 0.01%
153,648
-3,611
390
$4.54M 0.01%
3,086
+69
391
$4.54M 0.01%
158,709
+25,466
392
$4.54M 0.01%
37,550
-530
393
$4.47M 0.01%
263,172
394
$4.46M 0.01%
83,832
-3,311
395
$4.41M 0.01%
136,207
-17,486
396
$4.34M 0.01%
55,392
-6,182
397
$4.33M 0.01%
15,269
-853
398
$4.31M 0.01%
17,512
-1,658
399
$4.3M 0.01%
57,430
-8,891
400
$4.28M 0.01%
57,565
-46,937
14 15
16
17 18