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
801
$412K ﹤0.01%
+5,560
802
$409K ﹤0.01%
8,243
+2,258
803
$406K ﹤0.01%
+5,960
804
$406K ﹤0.01%
20,027
+27
805
$404K ﹤0.01%
3,865
+1,265
806
$403K ﹤0.01%
+5,363
807
$402K ﹤0.01%
+9,535
808
$402K ﹤0.01%
+3,296
809
$397K ﹤0.01%
+6,596
810
$393K ﹤0.01%
15,006
-1,099
811
$392K ﹤0.01%
9,000
812
$392K ﹤0.01%
+8,302
813
$389K ﹤0.01%
5,131
-15,691
814
$388K ﹤0.01%
+5,476
815
$388K ﹤0.01%
5,634
+1,394
816
$388K ﹤0.01%
+2,244
817
$384K ﹤0.01%
1,969
+35
818
$382K ﹤0.01%
17,729
-1,015
819
$382K ﹤0.01%
+6,757
820
$381K ﹤0.01%
5,165
+1,597
821
$380K ﹤0.01%
+4,595
822
$379K ﹤0.01%
+8,842
823
$379K ﹤0.01%
2,838
+895
824
$376K ﹤0.01%
3,961
+279
825
$375K ﹤0.01%
+3,957
31 32
33
34 35