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
– –
-37,107
1102
– –
-1,243,234
1103
– –
-7,135
1104
– –
-12,097
1105
– –
-89,232
1106
– –
-24,431
1107
– –
-28,032
1108
– –
-350,300
1109
– –
-23,039
1110
– –
-5,277
1111
– –
-4,759
1112
– –
-30,010
1113
– –
-5,990
1114
– –
-554,260
1115
– –
-11,198
1116
– –
-30,000
1117
– –
-100,000
1118
– –
-267
1119
– –
-2,750
1120
– –
-233,945
1121
– –
-12,995
1122
– –
-1,555
1123
– –
-10,552
1124
– –
-17,599
1125
– –
-11,817
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