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
626
$917K ﹤0.01%
8,260
+4,221
627
$900K ﹤0.01%
25,268
-9,550
628
$891K ﹤0.01%
25,237
-1,369
629
$884K ﹤0.01%
10,860
630
$883K ﹤0.01%
11,956
+1,724
631
$880K ﹤0.01%
+7,630
632
$880K ﹤0.01%
21,391
-32,431
633
$879K ﹤0.01%
+2,366
634
$875K ﹤0.01%
9,809
+7,566
635
$860K ﹤0.01%
11,429
+689
636
$857K ﹤0.01%
21,713
+1,713
637
$856K ﹤0.01%
12,006
-1,220
638
$851K ﹤0.01%
13,439
-358
639
$849K ﹤0.01%
16,999
+6,190
640
$849K ﹤0.01%
+8,429
641
$830K ﹤0.01%
7,103
642
$822K ﹤0.01%
22,419
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643
$820K ﹤0.01%
8,785
-375,224
644
$819K ﹤0.01%
8,982
+4,357
645
$816K ﹤0.01%
30,340
+13,575
646
$814K ﹤0.01%
+13,957
647
$809K ﹤0.01%
+2,273
648
$806K ﹤0.01%
3,258
+2,448
649
$796K ﹤0.01%
42,952
-28,244
650
$793K ﹤0.01%
21,585
-107
24 25
26
27 28