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
276
$9.91M 0.03%
68,069
+47,478
277
$9.85M 0.03%
127,765
-285
278
$9.75M 0.03%
106,421
+14,754
279
$9.73M 0.03%
175,851
-14,665
280
$9.53M 0.03%
49,225
+707
281
$9.49M 0.03%
68,356
+2,156
282
$9.45M 0.03%
488,695
-3,925
283
$9.4M 0.03%
162,676
+21,852
284
$9.32M 0.03%
149,577
+14,663
285
$9.27M 0.03%
242,180
+21,592
286
$9.25M 0.03%
174,785
+5,893
287
$9.25M 0.03%
82,685
-13,510
288
$9.2M 0.03%
95,308
-897
289
$9.14M 0.03%
61,591
-305,649
290
$9.14M 0.03%
4,657
-15
291
$9.03M 0.03%
87,122
-622
292
$8.88M 0.03%
154,221
-2,509
293
$8.88M 0.03%
80,189
-26,860
294
$8.88M 0.03%
361,607
+181,883
295
$8.86M 0.03%
73,927
-1,255
296
$8.82M 0.03%
273,233
+1,768
297
$8.7M 0.03%
152,163
-6,124
298
$8.52M 0.03%
269,611
+31,174
299
$8.39M 0.03%
+436,065
300
$8.38M 0.03%
297,130
+2,054
10 11
12
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