CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$2.27B 5.38%
7,202,161
-393,378
2
$1.87B 4.42%
10,900,231
-896,593
3
$1.44B 3.4%
11,293,655
-394,026
4
$1.07B 2.54%
8,197,580
-212,720
5
$855M 2.02%
4,179,806
+1,342,588
6
$845M 2%
3,674,839
-135,644
7
$746M 1.77%
1,479,887
-44,348
8
$694M 1.64%
5,260,119
-235,484
9
$646M 1.53%
9,535,736
-438,164
10
$637M 1.51%
5,944,205
-361,278
11
$589M 1.39%
2,678,193
+248,414
12
$580M 1.37%
1,919,688
-72,447
13
$516M 1.22%
1,412,063
-22,335
14
$497M 1.18%
1,026,433
-32,010
15
$484M 1.15%
5,002,542
-261,572
16
$483M 1.14%
8,433,076
-461,401
17
$480M 1.14%
8,925,847
-213,586
18
$473M 1.12%
3,264,719
-124,283
19
$431M 1.02%
2,331,118
-56,865
20
$404M 0.96%
1,992,274
-43,582
21
$404M 0.96%
751,423
-69,228
22
$403M 0.95%
791,115
-26,447
23
$395M 0.94%
1,061,232
-33,333
24
$381M 0.9%
1,661,432
-88,803
25
$361M 0.85%
879,089
-167,913
1
2 3 4 5