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
326
$6.28M 0.02%
82,707
+9,765
327
$6.05M 0.02%
253,900
-469,500
328
$6.01M 0.02%
254,238
+350
329
$5.96M 0.02%
58,101
+544
330
$5.94M 0.02%
30,822
+534
331
$5.9M 0.02%
57,573
+16
332
$5.86M 0.02%
53,880
+6,823
333
$5.84M 0.02%
48,885
-3,209
334
$5.73M 0.02%
61,478
+740
335
$5.73M 0.02%
284,507
-822,778
336
$5.67M 0.02%
149,986
+237
337
$5.5M 0.02%
68,290
+4,077
338
$5.49M 0.02%
140,976
-661
339
$5.42M 0.02%
235,566
-260,023
340
$5.35M 0.02%
32,886
+224
341
$5.3M 0.02%
46,416
+604
342
$5.25M 0.02%
54,814
-1,071
343
$5.19M 0.02%
15,841
-143,557
344
$5.15M 0.02%
58,889
-7,190
345
$5.15M 0.02%
+96,020
346
$5.14M 0.02%
17,362
-4,210
347
$5.11M 0.02%
76,109
348
$5.09M 0.02%
51,036
+998
349
$5.04M 0.02%
16,963
-359
350
$5M 0.02%
13,332
-22
12 13
14
15 16