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
676
$701K ﹤0.01%
+16,861
677
$700K ﹤0.01%
+8,953
678
$695K ﹤0.01%
11,954
-415
679
$694K ﹤0.01%
+2,699
680
$691K ﹤0.01%
+20,950
681
$684K ﹤0.01%
26,278
+1,278
682
$683K ﹤0.01%
+10,525
683
$682K ﹤0.01%
18,076
-10,156
684
$681K ﹤0.01%
17,910
-52,870
685
$680K ﹤0.01%
+20,684
686
$678K ﹤0.01%
14,204
-2,817
687
$676K ﹤0.01%
14,855
+500
688
$675K ﹤0.01%
+12,272
689
$668K ﹤0.01%
+3,552
690
$663K ﹤0.01%
8,530
-3,834
691
$657K ﹤0.01%
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692
$652K ﹤0.01%
21,956
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693
$645K ﹤0.01%
+17,569
694
$641K ﹤0.01%
17,299
+3,023
695
$640K ﹤0.01%
4,262
+1,151
696
$634K ﹤0.01%
+8,347
697
$632K ﹤0.01%
16,592
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698
$629K ﹤0.01%
+2,619
699
$626K ﹤0.01%
+8,113
700
$622K ﹤0.01%
8,195
+2,425
26 27
28
29 30