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
951
$237K ﹤0.01%
+17,406
952
$236K ﹤0.01%
+166,171
953
$236K ﹤0.01%
+2,656
954
$235K ﹤0.01%
+4,222
955
$235K ﹤0.01%
13,676
-5,274
956
$233K ﹤0.01%
+3,774
957
$233K ﹤0.01%
+4,952
958
$232K ﹤0.01%
+3,364
959
$231K ﹤0.01%
4,406
-334
960
$231K ﹤0.01%
+1,823
961
$231K ﹤0.01%
+122,649
962
$230K ﹤0.01%
+3,704
963
$229K ﹤0.01%
3,079
-346
964
$229K ﹤0.01%
+12,000
965
$227K ﹤0.01%
+3,693
966
$226K ﹤0.01%
17,404
+5,000
967
$226K ﹤0.01%
+870
968
$225K ﹤0.01%
+4,306
969
$225K ﹤0.01%
+2,937
970
$224K ﹤0.01%
+5,155
971
$224K ﹤0.01%
7,383
-18
972
$223K ﹤0.01%
9,032
-1,500
973
$223K ﹤0.01%
+1,719
974
$222K ﹤0.01%
+5,511
975
$221K ﹤0.01%
+2,359
37 38
39
40 41