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
726
$547K ﹤0.01%
11,184
+5,487
727
$541K ﹤0.01%
+5,398
728
$541K ﹤0.01%
4,951
+474
729
$537K ﹤0.01%
+9,154
730
$534K ﹤0.01%
+5,400
731
$533K ﹤0.01%
9,020
-35,336
732
$531K ﹤0.01%
24,500
733
$531K ﹤0.01%
+2,599
734
$531K ﹤0.01%
+8,491
735
$527K ﹤0.01%
+35,524
736
$522K ﹤0.01%
8,731
-2,454
737
$521K ﹤0.01%
+4,492
738
$516K ﹤0.01%
+5,718
739
$516K ﹤0.01%
23,264
-3,828
740
$515K ﹤0.01%
17,133
741
$514K ﹤0.01%
26,780
742
$514K ﹤0.01%
64,287
-4,850
743
$510K ﹤0.01%
53,000
-9,229
744
$508K ﹤0.01%
10,161
+4,655
745
$507K ﹤0.01%
5,956
-53
746
$506K ﹤0.01%
10,965
-2,061
747
$506K ﹤0.01%
+2,503
748
$502K ﹤0.01%
13,499
+665
749
$497K ﹤0.01%
+2,225
750
$496K ﹤0.01%
8,874
+300
28 29
30
31 32