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
26
$272M 0.96%
1,251,876
-13,209
27
$268M 0.94%
3,114,233
-14,108
28
$266M 0.94%
9,511,080
+6,161,044
29
$263M 0.93%
2,540,349
-58,769
30
$253M 0.89%
4,563,055
+588,238
31
$252M 0.89%
1,553,486
-14,042
32
$250M 0.88%
1,551,609
-17,850
33
$243M 0.86%
4,367,666
+679,303
34
$228M 0.8%
12,400,678
+228,498
35
$226M 0.79%
2,957,224
-28,381
36
$224M 0.79%
1,132,085
-12,501
37
$221M 0.78%
3,202,057
-10,503
38
$217M 0.76%
570,301
-29,092
39
$215M 0.76%
3,903,581
+17,624
40
$201M 0.71%
1,039,750
-4,495
41
$200M 0.7%
4,099,714
+3,967,214
42
$200M 0.7%
2,534,169
+642
43
$194M 0.68%
2,417,833
+23,154
44
$191M 0.67%
1,257,804
-7,945
45
$190M 0.67%
2,272,447
-15,679
46
$187M 0.66%
1,573,420
-15,227
47
$184M 0.65%
413,414
-790
48
$180M 0.63%
919,156
-226,745
49
$177M 0.62%
817,419
-5,743
50
$173M 0.61%
7,205,789
-731,205
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