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
426
$3.4M 0.01%
22,104
-1,172
427
$3.38M 0.01%
39,679
+42
428
$3.36M 0.01%
49,860
+6,221
429
$3.35M 0.01%
44,335
+1,318
430
$3.32M 0.01%
21,943
-1,777
431
$3.3M 0.01%
25,220
+317
432
$3.25M 0.01%
12,734
+7,924
433
$3.22M 0.01%
15,977
-3,388
434
$3.22M 0.01%
443,895
+398,478
435
$3.15M 0.01%
64,927
-112,341
436
$3.14M 0.01%
164,832
-9,544
437
$3.04M 0.01%
21,857
-4,263
438
$2.99M 0.01%
150,002
439
$2.99M 0.01%
90,054
-5,191
440
$2.98M 0.01%
+109,811
441
$2.97M 0.01%
21,321
+5,680
442
$2.93M 0.01%
59,254
-2,934
443
$2.92M 0.01%
96,705
444
$2.88M 0.01%
53,747
+11,574
445
$2.85M 0.01%
62,012
-35,784
446
$2.78M 0.01%
17,044
-51
447
$2.76M 0.01%
181,811
+44,334
448
$2.75M 0.01%
44,687
-2,622
449
$2.72M 0.01%
19,668
-2,121
450
$2.7M 0.01%
88,472
-3,003
16 17
18
19 20