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
151
$51.5M 0.12%
620,657
-37,052
152
$51.5M 0.12%
286,347
+27,967
153
$51.5M 0.12%
168,780
-758
154
$50.7M 0.12%
910,285
+29,187
155
$50M 0.12%
240,239
+237,975
156
$50M 0.12%
1,415,094
-41,346
157
$49.8M 0.12%
441,256
+196,867
158
$49.4M 0.12%
485,044
+2,739
159
$48.6M 0.12%
238,816
-487
160
$48.4M 0.11%
244,508
+2,156
161
$47.1M 0.11%
603,325
+192,990
162
$46.3M 0.11%
1,558,533
+182,297
163
$46M 0.11%
1,132,170
+17,890
164
$44.9M 0.11%
87,554
+113
165
$44.6M 0.11%
1,637,545
+15,525
166
$44.6M 0.11%
835,962
-44,868
167
$43.9M 0.1%
1,492,702
-342,944
168
$42.8M 0.1%
1,128,531
-42,508
169
$40.2M 0.1%
189,184
-140,759
170
$40.2M 0.1%
2,303,806
+2,278,719
171
$40.1M 0.09%
378,652
-23,006
172
$40M 0.09%
199,732
-1,900
173
$39.9M 0.09%
127,222
-573
174
$39.6M 0.09%
133,063
-531
175
$39.6M 0.09%
1,412,739
-1,242,543
5 6
7
8 9