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
1101
– –
-107,736
1102
– –
-14,240
1103
– –
-17,125
1104
– –
-58,511
1105
– –
-15,355
1106
– –
-8,486
1107
– –
-649,785
1108
– –
-59,554
1109
– –
-1,840,055
1110
– –
-554,260
1111
– –
-11,198
1112
– –
-17,641
1113
– –
-6,087
1114
– –
-29,735
1115
– –
-55,045
1116
– –
-404,837
1117
– –
-49,463
1118
– –
-3,031
1119
– –
-254,690
1120
– –
-256,720
1121
– –
-3,942
1122
– –
-30,000
1123
– –
-55,838
1124
– –
-4,500
1125
– –
-21,730
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