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
1051
$39.9K ﹤0.01%
30,000
-50,000
1052
$39.2K ﹤0.01%
11,690
+147
1053
$36.3K ﹤0.01%
10,000
1054
$25.9K ﹤0.01%
10,031
1055
$25.6K ﹤0.01%
1,027
1056
$24.4K ﹤0.01%
+12,500
1057
$23K ﹤0.01%
11,410
-165
1058
$22.9K ﹤0.01%
+10,546
1059
$21.6K ﹤0.01%
655
1060
$20.4K ﹤0.01%
20,000
1061
$17.4K ﹤0.01%
+782
1062
$15.9K ﹤0.01%
+400
1063
$15.1K ﹤0.01%
14,620
1064
$11.5K ﹤0.01%
+50,000
1065
$10.8K ﹤0.01%
+10,000
1066
$10.2K ﹤0.01%
+521
1067
$9.43K ﹤0.01%
813
1068
$9.02K ﹤0.01%
+54,000
1069
$6.64K ﹤0.01%
336
1070
$6.07K ﹤0.01%
+503
1071
$3.69K ﹤0.01%
836
1072
$900 ﹤0.01%
+25,000
1073
$129 ﹤0.01%
10,000
1074
– –
-18,210
1075
– –
-10,000
41 42
43
44 45