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
176
$39.4M 0.09%
925,155
+157,074
177
$39.4M 0.09%
266,379
-119
178
$39.2M 0.09%
452,190
-1,669
179
$39.2M 0.09%
199,351
-892
180
$39.1M 0.09%
607,050
+18,287
181
$39M 0.09%
497,264
-8,621
182
$38.7M 0.09%
96,959
-1,252
183
$38.7M 0.09%
186,061
-1,924
184
$38.5M 0.09%
289,156
+144,100
185
$38.5M 0.09%
525,144
-86,479
186
$37.9M 0.09%
1,565,773
+267,537
187
$37.7M 0.09%
343,193
-19,079
188
$37.6M 0.09%
10,008,414
+316,038
189
$37.3M 0.09%
114,955
+4,321
190
$37M 0.09%
160,769
-3,303
191
$37M 0.09%
144,938
-3,363
192
$36.6M 0.09%
654,078
-31,613
193
$36.4M 0.09%
636,133
-213,185
194
$36.4M 0.09%
844,398
+83,862
195
$35.3M 0.08%
170,070
-5,372
196
$35.3M 0.08%
1,623,641
-451,168
197
$34.8M 0.08%
71,437
+975
198
$34.6M 0.08%
192,387
+5,057
199
$34.4M 0.08%
232,476
-1,756
200
$33.9M 0.08%
282,540
-204,741
6 7
8
9 10