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
401
$4.25M 0.01%
46,161
-2,479
402
$4.22M 0.01%
40,255
-2,058
403
$4.22M 0.01%
334,760
-247,502
404
$4.14M 0.01%
19,412
-582
405
$4.12M 0.01%
50,700
-33,027
406
$4.06M 0.01%
22,244
-674
407
$4.01M 0.01%
24,578
+115
408
$4M 0.01%
73,379
-13,252
409
$3.99M 0.01%
19,943
-108
410
$3.96M 0.01%
97,891
+36,368
411
$3.94M 0.01%
20,205
-669
412
$3.88M 0.01%
19,312
-1,961
413
$3.88M 0.01%
260,660
-89,340
414
$3.87M 0.01%
257,367
-7,233
415
$3.8M 0.01%
30,683
-906
416
$3.79M 0.01%
32,842
+535
417
$3.7M 0.01%
207,158
-209,176
418
$3.69M 0.01%
55,929
+2,488
419
$3.62M 0.01%
+9,650
420
$3.58M 0.01%
26,819
-1,363
421
$3.55M 0.01%
40,221
+451
422
$3.51M 0.01%
32,650
+6,470
423
$3.47M 0.01%
94,028
-1,584
424
$3.45M 0.01%
50,822
+34
425
$3.42M 0.01%
161,408
+93,742
15 16
17
18 19