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
1026
$122K ﹤0.01%
+12,762
1027
$121K ﹤0.01%
+20,425
1028
$120K ﹤0.01%
+13,000
1029
$120K ﹤0.01%
15,724
+70
1030
$115K ﹤0.01%
+17,150
1031
$112K ﹤0.01%
1,126
+336
1032
$111K ﹤0.01%
50,000
1033
$111K ﹤0.01%
47,100
+50
1034
$101K ﹤0.01%
+10,199
1035
$87K ﹤0.01%
+38,652
1036
$85.5K ﹤0.01%
66,307
+47,807
1037
$85.3K ﹤0.01%
+17,554
1038
$84.4K ﹤0.01%
+17,850
1039
$82.8K ﹤0.01%
60,000
1040
$82.3K ﹤0.01%
+22,990
1041
$76.8K ﹤0.01%
+12,400
1042
$76.3K ﹤0.01%
+11,225
1043
$73.7K ﹤0.01%
+15,000
1044
$72.3K ﹤0.01%
+19,337
1045
$69.5K ﹤0.01%
+18,389
1046
$60.7K ﹤0.01%
+178
1047
$56.7K ﹤0.01%
+10,100
1048
$54.6K ﹤0.01%
+3,333
1049
$49K ﹤0.01%
1,500
1050
$48.9K ﹤0.01%
+1,082
40 41
42
43 44