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
651
$793K ﹤0.01%
45,118
-1,367
652
$787K ﹤0.01%
6,088
-115
653
$786K ﹤0.01%
+28,225
654
$780K ﹤0.01%
9,784
+3,578
655
$779K ﹤0.01%
8,459
-3,622
656
$777K ﹤0.01%
+44,858
657
$766K ﹤0.01%
6,788
+4,612
658
$766K ﹤0.01%
55,315
+2,115
659
$759K ﹤0.01%
+3,784
660
$759K ﹤0.01%
15,434
-332,228
661
$756K ﹤0.01%
52,808
+16,414
662
$754K ﹤0.01%
+201
663
$745K ﹤0.01%
111,070
+13,693
664
$744K ﹤0.01%
2,869
-1
665
$741K ﹤0.01%
12,400
666
$737K ﹤0.01%
+10,828
667
$736K ﹤0.01%
41,212
668
$733K ﹤0.01%
+8,387
669
$730K ﹤0.01%
+9,090
670
$720K ﹤0.01%
+8,527
671
$716K ﹤0.01%
6,564
+1,015
672
$710K ﹤0.01%
8,400
+3,688
673
$708K ﹤0.01%
+6,518
674
$702K ﹤0.01%
+4,898
675
$701K ﹤0.01%
+21,360
25 26
27
28 29