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
451
$2.18M 0.01%
19,915
-7,968
452
$2.15M 0.01%
13,873
+11,148
453
$2.13M 0.01%
22,236
-830
454
$2.08M 0.01%
13,183
+797
455
$2.08M 0.01%
38,533
+3,948
456
$2.08M 0.01%
55,335
+4,369
457
$2.06M 0.01%
27,998
+74
458
$2.04M 0.01%
109,337
-5,594
459
$2.03M 0.01%
37,990
+143
460
$2.01M 0.01%
110,298
+66,183
461
$2.01M 0.01%
12,201
+290
462
$2.01M 0.01%
43,324
-4,423
463
$1.99M 0.01%
23,993
+338
464
$1.98M 0.01%
136,569
-9,799
465
$1.98M 0.01%
48,144
-1,164
466
$1.95M 0.01%
61,076
+5,551
467
$1.93M 0.01%
22,533
+457
468
$1.91M 0.01%
23,528
-352
469
$1.89M 0.01%
+11,259
470
$1.87M 0.01%
30,334
-1,909
471
$1.87M 0.01%
128,626
-778,159
472
$1.87M 0.01%
48,412
+180
473
$1.85M 0.01%
78,000
474
$1.83M 0.01%
45,466
+1,203
475
$1.83M 0.01%
73,855
-127
17 18
19
20 21