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
551
$1.35M ﹤0.01%
26,175
-4,052
552
$1.33M ﹤0.01%
83,142
-4,012
553
$1.32M ﹤0.01%
40,906
-2,000
554
$1.32M ﹤0.01%
19,033
+3,741
555
$1.32M ﹤0.01%
8,276
+1,998
556
$1.32M ﹤0.01%
10,149
-2,244
557
$1.31M ﹤0.01%
45,854
-11,385
558
$1.31M ﹤0.01%
41,602
+2,840
559
$1.3M ﹤0.01%
93,086
+8,493
560
$1.29M ﹤0.01%
13,839
+8,724
561
$1.27M ﹤0.01%
21,656
+13
562
$1.27M ﹤0.01%
42,790
-4,994
563
$1.26M ﹤0.01%
71,459
+8,596
564
$1.26M ﹤0.01%
82,926
-285
565
$1.25M ﹤0.01%
17,864
-2,526
566
$1.24M ﹤0.01%
59,764
-2,542
567
$1.24M ﹤0.01%
+4,835
568
$1.23M ﹤0.01%
18,655
+911
569
$1.23M ﹤0.01%
8,388
-8,628
570
$1.21M ﹤0.01%
21,364
-13,579
571
$1.2M ﹤0.01%
15,136
+9,792
572
$1.2M ﹤0.01%
13,245
-1,495
573
$1.19M ﹤0.01%
22,443
+2,192
574
$1.19M ﹤0.01%
+1,372
575
$1.19M ﹤0.01%
8,377
+5,914
21 22
23
24 25