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
26
$357M 0.84%
2,106,591
-46,128
27
$354M 0.84%
1,740,683
-42,379
28
$347M 0.82%
3,901,101
-486,454
29
$337M 0.8%
4,678,684
-157,539
30
$335M 0.79%
661,153
-21,251
31
$324M 0.77%
2,316,082
-82,236
32
$316M 0.75%
1,876,888
+52,697
33
$304M 0.72%
538,334
-34,541
34
$301M 0.71%
1,503,910
-101,063
35
$296M 0.7%
10,815,232
-1,452,863
36
$291M 0.69%
2,648,854
-70,401
37
$290M 0.69%
1,917,977
+396
38
$288M 0.68%
1,642,622
-47,291
39
$284M 0.67%
717,801
-79,602
40
$281M 0.67%
1,709,940
-102,155
41
$276M 0.65%
2,304,476
-45,103
42
$271M 0.64%
3,379,976
-75,410
43
$260M 0.62%
2,303,644
-74,315
44
$254M 0.6%
8,737,553
-589,054
45
$253M 0.6%
2,045,819
-62,605
46
$252M 0.6%
3,106,606
-149,606
47
$248M 0.59%
2,235,318
-81,423
48
$248M 0.59%
2,209,648
-83,776
49
$244M 0.58%
1,472,513
-72,462
50
$243M 0.58%
619,215
+611,478
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