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
776
$458K ﹤0.01%
24,754
-737
777
$454K ﹤0.01%
11,930
778
$453K ﹤0.01%
3,023
+172
779
$448K ﹤0.01%
14,748
-1,673
780
$448K ﹤0.01%
+8,600
781
$448K ﹤0.01%
+5,359
782
$444K ﹤0.01%
18,070
-5,077
783
$443K ﹤0.01%
+7,919
784
$442K ﹤0.01%
4,677
-184
785
$438K ﹤0.01%
+2,630
786
$437K ﹤0.01%
5,814
+1,172
787
$435K ﹤0.01%
+4,132
788
$433K ﹤0.01%
+6,350
789
$432K ﹤0.01%
+7,990
790
$430K ﹤0.01%
22,300
-8,000
791
$429K ﹤0.01%
12,565
+6,440
792
$426K ﹤0.01%
6,483
+2,959
793
$425K ﹤0.01%
11,515
+2,468
794
$425K ﹤0.01%
18,400
+1,300
795
$425K ﹤0.01%
+9,758
796
$423K ﹤0.01%
71
+29
797
$420K ﹤0.01%
9,142
+2,556
798
$416K ﹤0.01%
+17,168
799
$415K ﹤0.01%
+17,134
800
$413K ﹤0.01%
+2,262
30 31
32
33 34