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
76
$146M 0.35%
3,718,841
+50,841
77
$139M 0.33%
1,157,828
+62,808
78
$139M 0.33%
461,773
-4,831
79
$137M 0.32%
3,745,950
-186,400
80
$134M 0.32%
2,441,362
-345,960
81
$130M 0.31%
2,360,230
-53,499
82
$130M 0.31%
444,090
-35,125
83
$129M 0.3%
3,884,174
-15,783
84
$127M 0.3%
2,901,001
-16,255
85
$127M 0.3%
362,049
-23,820
86
$125M 0.3%
839,112
-65,170
87
$123M 0.29%
2,932,658
-94,764
88
$122M 0.29%
479,785
-24,059
89
$117M 0.28%
1,104,094
+6,484
90
$116M 0.27%
91,100
-3,030
91
$115M 0.27%
1,430,984
+158,030
92
$114M 0.27%
1,110,561
-61,382
93
$113M 0.27%
650,781
-1,101,558
94
$111M 0.26%
713,316
-400,037
95
$111M 0.26%
515,749
+56,337
96
$109M 0.26%
149,477
-16,999
97
$107M 0.25%
669,824
-78,943
98
$105M 0.25%
602,248
-295,339
99
$102M 0.24%
1,191,453
-102,849
100
$101M 0.24%
119,904
-16,078
2 3
4
5 6