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
476
$2.24M 0.01%
37,765
+982
477
$2.23M 0.01%
13,211
-373
478
$2.22M 0.01%
109,349
+11,755
479
$2.21M 0.01%
17,686
+12,083
480
$2.2M 0.01%
+1,970
481
$2.19M 0.01%
30,941
+1,849
482
$2.18M 0.01%
37,124
483
$2.15M 0.01%
24,797
-10,059
484
$2.15M 0.01%
58,598
+4,509
485
$2.14M 0.01%
33,284
+2,599
486
$2.1M 0.01%
144,166
487
$2.1M 0.01%
191,949
-9,064
488
$2.1M 0.01%
+99,218
489
$2.08M ﹤0.01%
4,735
+3,815
490
$2.05M ﹤0.01%
12,721
+4,510
491
$2.03M ﹤0.01%
+6,888
492
$1.98M ﹤0.01%
5,690
+4,052
493
$1.98M ﹤0.01%
44,182
+5,206
494
$1.96M ﹤0.01%
43,724
+3,069
495
$1.95M ﹤0.01%
2,373
+1,366
496
$1.95M ﹤0.01%
22,438
-239
497
$1.95M ﹤0.01%
87,499
-1,459
498
$1.94M ﹤0.01%
18,180
-628
499
$1.93M ﹤0.01%
23,064
-148
500
$1.91M ﹤0.01%
15,597
-1,247
18 19
20
21 22