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
201
$33.7M 0.08%
387,701
+10,047
202
$33.5M 0.08%
632,415
-10,285
203
$33.5M 0.08%
447,599
+12,944
204
$33.3M 0.08%
364,417
-16,151
205
$32.9M 0.08%
303,244
+3,244
206
$32.8M 0.08%
91,539
-7,749
207
$32.6M 0.08%
110,389
-73,932
208
$32.3M 0.08%
3,084,281
+885,389
209
$32M 0.08%
121,378
-6,361
210
$31.9M 0.08%
360,566
-1,032
211
$30.8M 0.07%
174,130
-382
212
$30.7M 0.07%
205,466
-4,694
213
$30.5M 0.07%
478,171
-2,466
214
$29.9M 0.07%
192,963
-2,221
215
$29.9M 0.07%
230,568
+81,935
216
$29.7M 0.07%
521,451
+11,260
217
$29.6M 0.07%
220,358
-758
218
$29.5M 0.07%
66,301
+3,976
219
$29.4M 0.07%
413,171
-184,368
220
$28.7M 0.07%
146,392
-487
221
$28.3M 0.07%
213,669
-1,178
222
$28M 0.07%
297,209
-54,833
223
$27.8M 0.07%
172,843
-2,197
224
$27.3M 0.06%
686,745
-2,794
225
$27.2M 0.06%
634,606
-3,375
7 8
9
10 11