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
601
$1.04M ﹤0.01%
20,263
-3,126
602
$1.03M ﹤0.01%
17,302
-217
603
$1.02M ﹤0.01%
21,369
+6,635
604
$1.01M ﹤0.01%
+9,515
605
$1.01M ﹤0.01%
10,815
+7,938
606
$1.01M ﹤0.01%
49,764
+1,250
607
$994K ﹤0.01%
6,876
+3,818
608
$987K ﹤0.01%
38,407
-2,736
609
$982K ﹤0.01%
18,887
+1
610
$977K ﹤0.01%
19,607
611
$973K ﹤0.01%
+30,590
612
$964K ﹤0.01%
5,862
-457
613
$962K ﹤0.01%
93,428
-82
614
$961K ﹤0.01%
19,335
+3,775
615
$960K ﹤0.01%
9,059
+1,132
616
$957K ﹤0.01%
4,582
+87
617
$956K ﹤0.01%
12,661
+5,458
618
$954K ﹤0.01%
10,409
-17,045
619
$947K ﹤0.01%
52,072
+33,288
620
$945K ﹤0.01%
142,371
621
$927K ﹤0.01%
47,253
-5,151
622
$924K ﹤0.01%
10,353
+263
623
$923K ﹤0.01%
+24,823
624
$922K ﹤0.01%
5,781
-1,159
625
$920K ﹤0.01%
9,265
+1,549
23 24
25
26 27