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
901
$281K ﹤0.01%
2,320
-194
902
$279K ﹤0.01%
+5,277
903
$279K ﹤0.01%
+1,057
904
$277K ﹤0.01%
21,010
+7,884
905
$277K ﹤0.01%
3,985
+589
906
$276K ﹤0.01%
+3,757
907
$271K ﹤0.01%
+15,601
908
$270K ﹤0.01%
+3,441
909
$269K ﹤0.01%
36,003
+1
910
$268K ﹤0.01%
18,431
+42
911
$267K ﹤0.01%
3,921
+1,694
912
$267K ﹤0.01%
5,930
-270
913
$265K ﹤0.01%
+1,317
914
$265K ﹤0.01%
1,644
+121
915
$263K ﹤0.01%
+1,285
916
$261K ﹤0.01%
+4,100
917
$260K ﹤0.01%
4,124
-71
918
$258K ﹤0.01%
+4,474
919
$257K ﹤0.01%
12,018
+852
920
$257K ﹤0.01%
6,150
+100
921
$257K ﹤0.01%
+7,736
922
$255K ﹤0.01%
27,053
+2,035
923
$254K ﹤0.01%
17,342
+342
924
$254K ﹤0.01%
23,103
-38,230
925
$253K ﹤0.01%
+6,002
35 36
37
38 39