CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$272M
2
+$250M
3
+$56.8M
4
DHR icon
Danaher
DHR
+$55.4M
5
FTAI icon
FTAI Aviation
FTAI
+$51.5M

Top Sells

1
+$200M
2
+$164M
3
+$130M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$115M
5
MLM icon
Martin Marietta Materials
MLM
+$74.2M

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
– –
-5,990
1102
– –
-14,370
1103
– –
-554,260
1104
– –
-11,198
1105
– –
-17,641
1106
– –
-6,087
1107
– –
-13,154
1108
– –
-54
1109
– –
-30,000
1110
– –
-100,000
1111
– –
-29,735
1112
– –
-267
1113
– –
-15,823
1114
– –
-21,675
1115
– –
-5,000
1116
– –
-18,200
1117
– –
-2,750
1118
– –
-233,945
1119
– –
-12,995
1120
– –
-1,555
1121
– –
-10,552
1122
– –
-17,599
1123
– –
-11,817
1124
– –
-107,736
1125
– –
-14,240
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