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
101
$99.5M 0.24%
1,059,647
-53,594
102
$98.4M 0.23%
1,409,130
-84,794
103
$98M 0.23%
554,298
-587
104
$94.7M 0.22%
1,232,258
-61,466
105
$93.5M 0.22%
225,687
-12,903
106
$91M 0.22%
2,051,773
-223,928
107
$90.6M 0.21%
211,897
-11,537
108
$90M 0.21%
524,145
-9,267
109
$87.3M 0.21%
2,453,590
-173,475
110
$86.3M 0.2%
367,557
-899
111
$85M 0.2%
474,866
-61,551
112
$84.4M 0.2%
274,925
-25,350
113
$82.5M 0.2%
1,197,393
-13,356
114
$80.7M 0.19%
249,396
-29,777
115
$80.4M 0.19%
1,160,639
-39,976
116
$79.7M 0.19%
3,825,005
-377,224
117
$79.3M 0.19%
3,310,946
-169,481
118
$79.1M 0.19%
1,710,061
+399,619
119
$77.1M 0.18%
176,394
-7,525
120
$70.8M 0.17%
867,060
-78,855
121
$70.6M 0.17%
1,112,290
-51,556
122
$70.4M 0.17%
2,316,745
+442,409
123
$69.5M 0.16%
210,684
-1,105
124
$69.1M 0.16%
201,125
+69,403
125
$68M 0.16%
147,222
-8,459
3 4
5
6 7