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
526
$1.66M ﹤0.01%
5,793
+1,905
527
$1.65M ﹤0.01%
24,258
-948
528
$1.64M ﹤0.01%
55,646
+37,383
529
$1.64M ﹤0.01%
98,454
-5,901
530
$1.64M ﹤0.01%
16,850
-6,725
531
$1.62M ﹤0.01%
+178,241
532
$1.62M ﹤0.01%
52,702
-118,110
533
$1.6M ﹤0.01%
15,874
+10,276
534
$1.59M ﹤0.01%
6,678
+5,495
535
$1.58M ﹤0.01%
15,414
+9,464
536
$1.57M ﹤0.01%
23,637
+4,133
537
$1.56M ﹤0.01%
15,418
+7,187
538
$1.56M ﹤0.01%
4,652
+2,031
539
$1.54M ﹤0.01%
17,081
-1,275
540
$1.53M ﹤0.01%
90,969
+4,803
541
$1.48M ﹤0.01%
44,890
-6,066
542
$1.47M ﹤0.01%
20,351
+5,196
543
$1.46M ﹤0.01%
27,677
+5,363
544
$1.46M ﹤0.01%
35,888
+534
545
$1.43M ﹤0.01%
19,145
-1,770
546
$1.42M ﹤0.01%
22,533
-653
547
$1.41M ﹤0.01%
16,513
+9,513
548
$1.41M ﹤0.01%
+19,781
549
$1.37M ﹤0.01%
24,589
-1,821
550
$1.37M ﹤0.01%
17,958
-2,867
20 21
22
23 24