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
976
$221K ﹤0.01%
+3,284
977
$220K ﹤0.01%
2,813
978
$219K ﹤0.01%
+2,163
979
$219K ﹤0.01%
+2,023
980
$218K ﹤0.01%
+8,803
981
$217K ﹤0.01%
+14,954
982
$215K ﹤0.01%
+3,177
983
$215K ﹤0.01%
+2,339
984
$212K ﹤0.01%
+6,021
985
$211K ﹤0.01%
+7,635
986
$211K ﹤0.01%
+7,610
987
$210K ﹤0.01%
9,370
988
$209K ﹤0.01%
+1,440
989
$209K ﹤0.01%
+2,148
990
$207K ﹤0.01%
2,100
991
$206K ﹤0.01%
20,000
-6,954
992
$206K ﹤0.01%
+2,768
993
$205K ﹤0.01%
17,162
994
$205K ﹤0.01%
+2,172
995
$205K ﹤0.01%
+3,226
996
$205K ﹤0.01%
4,044
+644
997
$204K ﹤0.01%
+1,663
998
$204K ﹤0.01%
+4,161
999
$204K ﹤0.01%
6,799
1000
$204K ﹤0.01%
20,000
38 39
40
41 42