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
501
$1.91M ﹤0.01%
8,924
+1,622
502
$1.88M ﹤0.01%
16,765
-3,011
503
$1.88M ﹤0.01%
+3,093
504
$1.88M ﹤0.01%
114,495
+16,485
505
$1.87M ﹤0.01%
30,297
-9,559
506
$1.86M ﹤0.01%
20,334
+6,032
507
$1.83M ﹤0.01%
42,889
-2,185
508
$1.83M ﹤0.01%
18,207
-38,538
509
$1.82M ﹤0.01%
11,619
+8,228
510
$1.81M ﹤0.01%
13,834
-686
511
$1.8M ﹤0.01%
+105,394
512
$1.8M ﹤0.01%
11,705
-627
513
$1.78M ﹤0.01%
43,154
-4,879
514
$1.77M ﹤0.01%
35,602
-1,513
515
$1.75M ﹤0.01%
24,264
516
$1.75M ﹤0.01%
25,447
-1,782
517
$1.74M ﹤0.01%
23,683
+7
518
$1.71M ﹤0.01%
32,847
-1,344
519
$1.7M ﹤0.01%
8,390
+5,752
520
$1.69M ﹤0.01%
15,425
-2,034
521
$1.69M ﹤0.01%
+7,169
522
$1.69M ﹤0.01%
39,815
+408
523
$1.68M ﹤0.01%
9,872
-27,782
524
$1.68M ﹤0.01%
4,359
+1,226
525
$1.66M ﹤0.01%
+137,987
19 20
21
22 23