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
301
$8.38M 0.03%
167,834
-5,536
302
$8.27M 0.03%
31,109
+10,394
303
$8.26M 0.03%
49,658
+473
304
$8.12M 0.03%
71,778
+732
305
$8.04M 0.03%
56,628
+317
306
$7.89M 0.03%
147,925
+1,887
307
$7.78M 0.03%
597,334
-5,950
308
$7.56M 0.03%
320,770
+2,510
309
$7.5M 0.03%
62,700
+1,532
310
$7.38M 0.03%
55,971
+1,733
311
$7.2M 0.03%
130,694
+4,272
312
$7.14M 0.03%
71,938
-4,808
313
$7.12M 0.03%
504,882
-484,531
314
$7.08M 0.02%
60,872
-1,747
315
$7M 0.02%
157,097
-7,431
316
$7M 0.02%
+650,733
317
$6.97M 0.02%
61,988
+1,054
318
$6.88M 0.02%
110,852
-5,648
319
$6.84M 0.02%
68,359
+173
320
$6.83M 0.02%
133,864
-2,948
321
$6.83M 0.02%
100,606
-1,476
322
$6.7M 0.02%
101,572
-73
323
$6.53M 0.02%
235,799
+8,063
324
$6.47M 0.02%
96,435
+67
325
$6.32M 0.02%
+153,739
11 12
13
14 15