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
701
$614K ﹤0.01%
221,024
702
$614K ﹤0.01%
+8,119
703
$612K ﹤0.01%
9,145
+4,013
704
$611K ﹤0.01%
+2,609
705
$601K ﹤0.01%
25,200
+1,700
706
$600K ﹤0.01%
5,654
+1,349
707
$591K ﹤0.01%
34,788
-1,036
708
$588K ﹤0.01%
1,346
+805
709
$585K ﹤0.01%
11,338
+1,530
710
$584K ﹤0.01%
4,654
+2,631
711
$584K ﹤0.01%
+2,467
712
$582K ﹤0.01%
+2,872
713
$579K ﹤0.01%
15,328
+3,904
714
$579K ﹤0.01%
+9,372
715
$578K ﹤0.01%
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716
$576K ﹤0.01%
22,136
717
$572K ﹤0.01%
7,729
+1,543
718
$568K ﹤0.01%
8,219
+2,584
719
$564K ﹤0.01%
24,626
-3,302
720
$561K ﹤0.01%
+3,958
721
$559K ﹤0.01%
+4,545
722
$556K ﹤0.01%
+3,761
723
$556K ﹤0.01%
6,823
+283
724
$551K ﹤0.01%
12,781
-1,500
725
$550K ﹤0.01%
+19,554
27 28
29
30 31