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
51
$243M 0.57%
11,595,767
+83,819
52
$242M 0.57%
2,060,230
-404,088
53
$231M 0.55%
959,820
-42,638
54
$231M 0.55%
1,107,691
+75,744
55
$229M 0.54%
1,166,167
-21,147
56
$224M 0.53%
3,223,296
-106,366
57
$223M 0.53%
817,467
-37,097
58
$209M 0.49%
2,671,819
-149,786
59
$198M 0.47%
5,413,328
-304,709
60
$196M 0.46%
1,902,816
+18,129
61
$192M 0.45%
297,061
-6,977
62
$188M 0.44%
430,941
-51,451
63
$187M 0.44%
991,464
+107,466
64
$187M 0.44%
13,312,805
-3,243,007
65
$185M 0.44%
431,649
-6,825
66
$184M 0.44%
5,566,995
-147,163
67
$179M 0.42%
7,259,066
+3,150
68
$170M 0.4%
689,601
-14,104
69
$166M 0.39%
1,354,470
-29,194
70
$163M 0.39%
613,402
+47,070
71
$160M 0.38%
2,984,653
+215,416
72
$156M 0.37%
2,458,318
+869,347
73
$156M 0.37%
3,584,610
-172,230
74
$154M 0.37%
2,228,516
-44,843
75
$153M 0.36%
1,110,882
-196,333
1 2
3
4 5