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
426
$2.62M 0.01%
106,382
+11,955
427
$2.54M 0.01%
14,604
-565
428
$2.51M 0.01%
23,688
-701
429
$2.51M 0.01%
28,995
+177
430
$2.49M 0.01%
30,304
-5,269
431
$2.49M 0.01%
34,464
-5,265
432
$2.44M 0.01%
16,934
+1,341
433
$2.44M 0.01%
+48,063
434
$2.43M 0.01%
19,548
+149
435
$2.42M 0.01%
49,995
+600
436
$2.38M 0.01%
19,328
-738
437
$2.38M 0.01%
29,290
-5,605
438
$2.37M 0.01%
24,302
-4,149
439
$2.37M 0.01%
46,493
+4,077
440
$2.35M 0.01%
15,476
+12,558
441
$2.35M 0.01%
26,046
-1,715
442
$2.32M 0.01%
35,828
-649,380
443
$2.3M 0.01%
106,826
-318
444
$2.3M 0.01%
25,810
-1,372
445
$2.29M 0.01%
35,329
+1,720
446
$2.28M 0.01%
39,610
-33
447
$2.28M 0.01%
16,846
+61
448
$2.26M 0.01%
36,824
-94
449
$2.24M 0.01%
+88,494
450
$2.19M 0.01%
13,272
-1,370
16 17
18
19 20