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
401
$3.15M 0.01%
140,160
-372,795
402
$3.09M 0.01%
81,357
-5,621
403
$3.07M 0.01%
44,999
+4,317
404
$3.06M 0.01%
22,680
+117
405
$3.05M 0.01%
214,436
406
$3.02M 0.01%
13,592
+1,851
407
$3M 0.01%
30,157
-8,765
408
$2.99M 0.01%
22,408
+615
409
$2.96M 0.01%
681,200
-496,080
410
$2.93M 0.01%
56,027
+2,932
411
$2.92M 0.01%
58,321
+42,680
412
$2.87M 0.01%
64,116
413
$2.85M 0.01%
32,141
+3,750
414
$2.79M 0.01%
19,338
-1,180
415
$2.79M 0.01%
22,745
+1,529
416
$2.79M 0.01%
49,240
-105
417
$2.78M 0.01%
22,043
-3,131
418
$2.77M 0.01%
23,239
-198
419
$2.76M 0.01%
13,333
+393
420
$2.76M 0.01%
57,902
-845,383
421
$2.76M 0.01%
24,698
-323
422
$2.7M 0.01%
44,239
+2,210
423
$2.64M 0.01%
46,172
+863
424
$2.64M 0.01%
40,649
-2,199
425
$2.63M 0.01%
55,754
-21
15 16
17
18 19