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
576
$1.18M ﹤0.01%
27,180
-676
577
$1.16M ﹤0.01%
+5,112
578
$1.16M ﹤0.01%
15,241
+18
579
$1.13M ﹤0.01%
30,407
-393
580
$1.13M ﹤0.01%
47,446
-9,699
581
$1.12M ﹤0.01%
81,318
+5,881
582
$1.12M ﹤0.01%
27,567
-1,044
583
$1.12M ﹤0.01%
27,146
-779
584
$1.12M ﹤0.01%
90,060
-43,390
585
$1.12M ﹤0.01%
12,090
+5,315
586
$1.11M ﹤0.01%
16,359
-391
587
$1.11M ﹤0.01%
1,004
+575
588
$1.11M ﹤0.01%
18,299
+477
589
$1.09M ﹤0.01%
+5,467
590
$1.09M ﹤0.01%
34,877
+16,768
591
$1.09M ﹤0.01%
+102,598
592
$1.09M ﹤0.01%
2,468
+1,659
593
$1.08M ﹤0.01%
31,528
-597
594
$1.06M ﹤0.01%
5,800
+123
595
$1.05M ﹤0.01%
13,921
+8,742
596
$1.05M ﹤0.01%
4,467
+3,121
597
$1.04M ﹤0.01%
1,080,000
+880,000
598
$1.04M ﹤0.01%
55,731
+1,551
599
$1.04M ﹤0.01%
14,258
+2,190
600
$1.04M ﹤0.01%
11,730
+9,059
22 23
24
25 26