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
351
$4.97M 0.02%
17,937
+1,598
352
$4.95M 0.02%
85,465
+4,318
353
$4.86M 0.02%
118,735
-46,869
354
$4.8M 0.02%
555,629
+243,197
355
$4.77M 0.02%
342,757
+323,367
356
$4.68M 0.02%
632,377
-5,317,866
357
$4.53M 0.02%
23,237
358
$4.53M 0.02%
48,949
+741
359
$4.52M 0.02%
35,795
+570
360
$4.5M 0.02%
100,100
-4,124
361
$4.45M 0.02%
159,035
-9,175
362
$4.45M 0.02%
29,780
-4,514
363
$4.42M 0.02%
31,567
-1,079
364
$4.4M 0.02%
415,416
-1,197,124
365
$4.36M 0.02%
37,880
-551
366
$4.33M 0.02%
161,600
+2,530
367
$4.27M 0.02%
53,730
+2,018
368
$4.11M 0.01%
22,508
+1,899
369
$4.07M 0.01%
73,521
+4,374
370
$4.05M 0.01%
68,843
-257
371
$4.05M 0.01%
29,130
+1,940
372
$4.02M 0.01%
11,396
-45
373
$3.98M 0.01%
18,451
+1,056
374
$3.97M 0.01%
23,529
-2,000
375
$3.93M 0.01%
21,744
-312
13 14
15
16 17