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
851
$336K ﹤0.01%
+8,826
852
$334K ﹤0.01%
27,643
+6,373
853
$334K ﹤0.01%
+9,210
854
$333K ﹤0.01%
+889
855
$331K ﹤0.01%
+10,279
856
$330K ﹤0.01%
14,700
+700
857
$330K ﹤0.01%
+7,479
858
$329K ﹤0.01%
+6,148
859
$327K ﹤0.01%
+2,280
860
$326K ﹤0.01%
6,966
-660,521
861
$323K ﹤0.01%
+4,118
862
$323K ﹤0.01%
+15,862
863
$323K ﹤0.01%
6,356
-392
864
$320K ﹤0.01%
12,900
865
$320K ﹤0.01%
3,246
-8,512
866
$320K ﹤0.01%
+5,888
867
$320K ﹤0.01%
+8,400
868
$319K ﹤0.01%
+6,948
869
$318K ﹤0.01%
1,950
870
$317K ﹤0.01%
6,516
+2,253
871
$315K ﹤0.01%
3,853
-202,277
872
$314K ﹤0.01%
10,435
+555
873
$314K ﹤0.01%
+11,756
874
$311K ﹤0.01%
+12,819
875
$311K ﹤0.01%
+7,358
33 34
35
36 37