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
$28.4B
AUM Growth
-$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
963
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$173M
3
+$81.1M
4
PAGP icon
Plains GP Holdings
PAGP
+$61.5M
5
MLM icon
Martin Marietta Materials
MLM
+$58.5M

Top Sells

1
+$131M
2
+$103M
3
+$74.3M
4
EXAS icon
Exact Sciences
EXAS
+$68.3M
5
COF icon
Capital One
COF
+$57.2M

Sector Composition

1 Technology 20.61%
2 Financials 14.2%
3 Healthcare 13.25%
4 Energy 12.38%
5 Consumer Discretionary 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.9M 0.06%
557,354
+8,091
227
$15.8M 0.06%
262,109
-240,728
228
$15.8M 0.06%
+728,121
229
$15.4M 0.05%
531,294
-5,506
230
$15.4M 0.05%
171,180
+11,632
231
$15.3M 0.05%
134,461
+3,727
232
$14.8M 0.05%
115,727
-81
233
$14.8M 0.05%
107,319
-4,817
234
$14.7M 0.05%
28,224
+901
235
$14.6M 0.05%
199,257
-7,837
236
$14.6M 0.05%
372,104
+6,649
237
$14.3M 0.05%
145,671
-3,583
238
$14.2M 0.05%
55,632
-1,067
239
$14.1M 0.05%
146,752
-168
240
$14.1M 0.05%
302,465
+35,513
241
$13.9M 0.05%
175,036
-627
242
$13.8M 0.05%
345,386
+41,737
243
$13.8M 0.05%
206,034
-28,541
244
$13.7M 0.05%
316,680
-44,187
245
$13.6M 0.05%
309,670
+25,768
246
$13.6M 0.05%
66,414
-548
247
$13.3M 0.05%
390,682
+21,159
248
$13.3M 0.05%
53,708
-6,895
249
$13.2M 0.05%
80,662
+3,225
250
$13.1M 0.05%
143,380
-1,599
8 9
10
11 12