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
451
$2.69M 0.01%
18,993
+11,111
452
$2.69M 0.01%
69,658
-1,432
453
$2.68M 0.01%
34,902
-1,616
454
$2.66M 0.01%
17,038
-16,535
455
$2.64M 0.01%
5,756
+2,756
456
$2.62M 0.01%
9,610
+8,338
457
$2.55M 0.01%
11,199
+8,931
458
$2.55M 0.01%
10,796
+9,009
459
$2.55M 0.01%
10,129
+7,812
460
$2.52M 0.01%
68,483
+7,102
461
$2.51M 0.01%
93,072
-229
462
$2.48M 0.01%
21,746
-8,760
463
$2.45M 0.01%
39,050
+22,190
464
$2.45M 0.01%
12,502
+2,495
465
$2.44M 0.01%
21,945
-29,856
466
$2.42M 0.01%
10,940
+8,106
467
$2.4M 0.01%
35,373
-7,863
468
$2.37M 0.01%
6,851
+1,370
469
$2.34M 0.01%
89,385
470
$2.34M 0.01%
111,450
-3,500
471
$2.31M 0.01%
11,664
+5,036
472
$2.27M 0.01%
39,909
+6
473
$2.26M 0.01%
58,335
-1,154
474
$2.25M 0.01%
17,443
+6,802
475
$2.24M 0.01%
26,176
+3,608
17 18
19
20 21