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
501
$1.52M 0.01%
26,258
+3,779
502
$1.5M 0.01%
26,428
-2,623
503
$1.49M 0.01%
31,882
-180,038
504
$1.49M 0.01%
19,186
-3,143
505
$1.47M 0.01%
24,505
+5,344
506
$1.45M 0.01%
+37,653
507
$1.42M 0.01%
76,810
+10,568
508
$1.41M ﹤0.01%
83,735
+59
509
$1.41M ﹤0.01%
29,839
+2,828
510
$1.39M ﹤0.01%
84,677
+24,877
511
$1.39M ﹤0.01%
77,804
+8,411
512
$1.39M ﹤0.01%
+75,750
513
$1.38M ﹤0.01%
79,084
-8,592
514
$1.38M ﹤0.01%
12,538
-127
515
$1.38M ﹤0.01%
15,806
+61
516
$1.38M ﹤0.01%
15,074
-2,183
517
$1.37M ﹤0.01%
16,078
+383
518
$1.37M ﹤0.01%
21,870
+7,579
519
$1.37M ﹤0.01%
+10,970
520
$1.37M ﹤0.01%
11,064
-330
521
$1.35M ﹤0.01%
25,543
+273
522
$1.35M ﹤0.01%
15,980
523
$1.34M ﹤0.01%
32,867
+19,444
524
$1.33M ﹤0.01%
13,389
-533
525
$1.33M ﹤0.01%
79,600
-22,000
19 20
21
22 23