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
1001
$204K ﹤0.01%
+10,349
1002
$203K ﹤0.01%
+1,671
1003
$202K ﹤0.01%
+4,563
1004
$199K ﹤0.01%
13,069
-153,689
1005
$198K ﹤0.01%
+13,566
1006
$194K ﹤0.01%
+10,603
1007
$189K ﹤0.01%
12,960
1008
$182K ﹤0.01%
+10,493
1009
$180K ﹤0.01%
+18,283
1010
$176K ﹤0.01%
1,078
+3
1011
$174K ﹤0.01%
16,312
-53
1012
$173K ﹤0.01%
+19,455
1013
$165K ﹤0.01%
+24,623
1014
$155K ﹤0.01%
42,000
1015
$154K ﹤0.01%
+5,404
1016
$147K ﹤0.01%
11,972
-865
1017
$141K ﹤0.01%
705,079
1018
$139K ﹤0.01%
+10,137
1019
$137K ﹤0.01%
+13,160
1020
$137K ﹤0.01%
+10,610
1021
$137K ﹤0.01%
+26,000
1022
$131K ﹤0.01%
+10,757
1023
$129K ﹤0.01%
+10,064
1024
$127K ﹤0.01%
+11,765
1025
$124K ﹤0.01%
+11,790
39 40
41
42 43