CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$272M
2
+$250M
3
+$56.8M
4
DHR icon
Danaher
DHR
+$55.4M
5
FTAI icon
FTAI Aviation
FTAI
+$51.5M

Top Sells

1
+$200M
2
+$164M
3
+$130M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$115M
5
MLM icon
Martin Marietta Materials
MLM
+$74.2M

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
826
$374K ﹤0.01%
4,860
+872
827
$372K ﹤0.01%
13,604
+1,124
828
$371K ﹤0.01%
10,589
829
$371K ﹤0.01%
17,268
+3,996
830
$370K ﹤0.01%
45,242
+449
831
$362K ﹤0.01%
4,750
+1,250
832
$362K ﹤0.01%
+2,694
833
$357K ﹤0.01%
+6,169
834
$357K ﹤0.01%
+12,497
835
$356K ﹤0.01%
13,000
+3,000
836
$356K ﹤0.01%
+2,704
837
$356K ﹤0.01%
14,367
-1,188
838
$353K ﹤0.01%
+7,590
839
$353K ﹤0.01%
+3,427
840
$350K ﹤0.01%
5,933
841
$349K ﹤0.01%
2,271
-1,444
842
$347K ﹤0.01%
+2,246
843
$346K ﹤0.01%
3,347
+1,363
844
$344K ﹤0.01%
+3,003
845
$340K ﹤0.01%
+10,500
846
$340K ﹤0.01%
+8,390
847
$339K ﹤0.01%
5,483
+115
848
$339K ﹤0.01%
3,337
849
$338K ﹤0.01%
+13,349
850
$336K ﹤0.01%
9,078
-12,878
32 33
34
35 36