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
251
$13M 0.05%
650,987
+157,055
252
$12.9M 0.05%
643,980
+91,969
253
$12.9M 0.05%
173,184
+3,076
254
$12.8M 0.04%
706,285
+5,890
255
$12.5M 0.04%
298,618
+118,894
256
$12.4M 0.04%
198,009
-118
257
$12.4M 0.04%
138,199
+13,897
258
$12.3M 0.04%
342,463
-7,780
259
$12.3M 0.04%
31,580
+2,228
260
$11.9M 0.04%
1,007,995
+30,670
261
$11.8M 0.04%
65,898
-21,178
262
$11.5M 0.04%
55,322
+53,831
263
$11.3M 0.04%
138,244
+626
264
$11.2M 0.04%
330,846
+16,740
265
$11M 0.04%
44,872
-1,397
266
$10.9M 0.04%
397,201
+1,229
267
$10.9M 0.04%
214,424
-20,832
268
$10.6M 0.04%
563,149
+529,050
269
$10.5M 0.04%
218,688
+20,848
270
$10.5M 0.04%
98,440
+1,658
271
$10.5M 0.04%
2,729,250
+1,001,279
272
$10.4M 0.04%
490,502
-42,363
273
$10.3M 0.04%
130,374
-1,255
274
$10.3M 0.04%
41,105
-17,742
275
$9.99M 0.04%
71,812
-271
9 10
11
12 13