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
876
$310K ﹤0.01%
+4,973
877
$309K ﹤0.01%
+3,145
878
$309K ﹤0.01%
59,584
879
$308K ﹤0.01%
7,669
-415
880
$308K ﹤0.01%
+2,587
881
$307K ﹤0.01%
+5,105
882
$307K ﹤0.01%
22,240
+38
883
$307K ﹤0.01%
+2,822
884
$306K ﹤0.01%
+3,229
885
$306K ﹤0.01%
+2,278
886
$304K ﹤0.01%
+9,049
887
$304K ﹤0.01%
15,063
888
$303K ﹤0.01%
+6,506
889
$302K ﹤0.01%
20,801
890
$298K ﹤0.01%
12,796
-4
891
$292K ﹤0.01%
+855
892
$288K ﹤0.01%
4,372
+772
893
$288K ﹤0.01%
+2,863
894
$287K ﹤0.01%
+5,445
895
$287K ﹤0.01%
+3,822
896
$287K ﹤0.01%
+10,594
897
$285K ﹤0.01%
10,413
898
$283K ﹤0.01%
+1,292
899
$282K ﹤0.01%
+5,397
900
$281K ﹤0.01%
+5,681
34 35
36
37 38