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
376
$3.81M 0.01%
66,772
-1,290
377
$3.77M 0.01%
100,551
+4,440
378
$3.75M 0.01%
23,475
-3,296
379
$3.75M 0.01%
35,842
-1,159
380
$3.75M 0.01%
61,682
+1,588
381
$3.73M 0.01%
109,422
-1,696
382
$3.61M 0.01%
240,689
+7,323
383
$3.56M 0.01%
34,833
-12,891
384
$3.56M 0.01%
71,333
+2,342
385
$3.51M 0.01%
126,920
-11,110
386
$3.51M 0.01%
36,263
-236
387
$3.39M 0.01%
57,274
+572
388
$3.39M 0.01%
74,494
-4,784
389
$3.38M 0.01%
24,825
-77
390
$3.35M 0.01%
24,513
+3,069
391
$3.35M 0.01%
22,588
+296
392
$3.29M 0.01%
32,314
+2,909
393
$3.29M 0.01%
28,604
-120
394
$3.28M 0.01%
142,221
+27,342
395
$3.27M 0.01%
40,345
+2,374
396
$3.25M 0.01%
34,193
+468
397
$3.23M 0.01%
21,705
-4,828
398
$3.17M 0.01%
133,975
+11,720
399
$3.17M 0.01%
38,059
-3,237
400
$3.16M 0.01%
5,731
-3,251
14 15
16
17 18