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
476
$1.82M 0.01%
15,371
+10,677
477
$1.8M 0.01%
+93,934
478
$1.8M 0.01%
+21,380
479
$1.79M 0.01%
39,820
-16,709
480
$1.78M 0.01%
75,775
481
$1.72M 0.01%
43,015
-33
482
$1.67M 0.01%
13,313
+320
483
$1.67M 0.01%
35,646
+547
484
$1.66M 0.01%
21,543
+979
485
$1.64M 0.01%
23,629
-4,332
486
$1.63M 0.01%
20,212
-2,398
487
$1.63M 0.01%
29,212
+191
488
$1.62M 0.01%
12,532
-3,470
489
$1.6M 0.01%
22,833
490
$1.6M 0.01%
67,569
+11,130
491
$1.59M 0.01%
32,539
-4,389
492
$1.59M 0.01%
23,629
+19
493
$1.59M 0.01%
36,315
-36,990
494
$1.58M 0.01%
45,757
-7,542
495
$1.57M 0.01%
34,750
-8,813
496
$1.56M 0.01%
26,486
+39
497
$1.55M 0.01%
33,754
+247
498
$1.55M 0.01%
29,459
+17,377
499
$1.54M 0.01%
29,950
-780,269
500
$1.52M 0.01%
13,095
+778
18 19
20
21 22