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
526
$1.31M ﹤0.01%
68,612
-11,797
527
$1.31M ﹤0.01%
15,910
528
$1.3M ﹤0.01%
50,308
+632
529
$1.3M ﹤0.01%
11,646
-1,265
530
$1.29M ﹤0.01%
73,588
-4,478
531
$1.29M ﹤0.01%
27,333
+929
532
$1.28M ﹤0.01%
32,944
+4,456
533
$1.26M ﹤0.01%
39,256
+221
534
$1.25M ﹤0.01%
21,527
-2,744
535
$1.24M ﹤0.01%
14,420
+3,456
536
$1.24M ﹤0.01%
+11,825
537
$1.22M ﹤0.01%
28,213
538
$1.22M ﹤0.01%
10,311
+285
539
$1.22M ﹤0.01%
19,405
-2,053
540
$1.21M ﹤0.01%
91,524
-14,603
541
$1.2M ﹤0.01%
25,245
+735
542
$1.19M ﹤0.01%
83,296
+6,682
543
$1.19M ﹤0.01%
11,364
+165
544
$1.17M ﹤0.01%
14,449
+1,149
545
$1.16M ﹤0.01%
67,371
-11,600
546
$1.15M ﹤0.01%
1,617,389
-28,000
547
$1.15M ﹤0.01%
27,467
+154
548
$1.15M ﹤0.01%
49,662
-908
549
$1.15M ﹤0.01%
1,052,720
-69,050
550
$1.15M ﹤0.01%
39,267
+6,579
20 21
22
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