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
751
$495K ﹤0.01%
17,000
752
$491K ﹤0.01%
5,923
-4,617
753
$488K ﹤0.01%
10,083
-115,476
754
$487K ﹤0.01%
27,553
-2,167
755
$485K ﹤0.01%
+2,590
756
$483K ﹤0.01%
+5,244
757
$481K ﹤0.01%
116,622
+22,222
758
$479K ﹤0.01%
17,708
+607
759
$478K ﹤0.01%
+5,580
760
$478K ﹤0.01%
+7,505
761
$477K ﹤0.01%
+1,456
762
$477K ﹤0.01%
2,395
-38,538
763
$477K ﹤0.01%
21,123
+12,609
764
$476K ﹤0.01%
+4,475
765
$473K ﹤0.01%
11,895
-8,200
766
$472K ﹤0.01%
6,683
+3,636
767
$471K ﹤0.01%
+5,658
768
$468K ﹤0.01%
4,969
+32
769
$467K ﹤0.01%
+4,321
770
$466K ﹤0.01%
+5,753
771
$466K ﹤0.01%
+9,280
772
$465K ﹤0.01%
10,740
773
$463K ﹤0.01%
+5,405
774
$462K ﹤0.01%
10,429
+5,912
775
$459K ﹤0.01%
+4,873
29 30
31
32 33