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
126
$67.1M 0.16%
249,579
-13,546
127
$66.7M 0.16%
113,298
-4,700
128
$65.4M 0.15%
1,100,879
-153,184
129
$65M 0.15%
1,856,486
+74,640
130
$64.4M 0.15%
459,201
-51,953
131
$64.3M 0.15%
440,693
-22,095
132
$64.2M 0.15%
545,941
-12,672
133
$64M 0.15%
700,129
-22,092
134
$63.3M 0.15%
123,805
+28,133
135
$63.3M 0.15%
377,894
+93,338
136
$63.1M 0.15%
269,399
-76,199
137
$61.7M 0.15%
2,903,909
-40,244
138
$60.6M 0.14%
123,087
+40,232
139
$59.8M 0.14%
550,558
-47,486
140
$59.6M 0.14%
152,994
-12,753
141
$59.4M 0.14%
577,974
-40,995
142
$59.1M 0.14%
528,597
+175,580
143
$59.1M 0.14%
764,717
-367,440
144
$56.1M 0.13%
3,661,099
-687,925
145
$55.6M 0.13%
669,580
-17,140
146
$54.4M 0.13%
597,660
+60,350
147
$54.3M 0.13%
21,372
-9,793
148
$53.8M 0.13%
1,597,300
-195,099
149
$53.6M 0.13%
1,817,312
+62,664
150
$53.3M 0.13%
+1,499,380
4 5
6
7 8