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
551
$1.14M ﹤0.01%
9,946
-90
552
$1.14M ﹤0.01%
33,905
-3,840
553
$1.12M ﹤0.01%
33,379
-14,767
554
$1.11M ﹤0.01%
18,393
+57
555
$1.11M ﹤0.01%
15,285
556
$1.11M ﹤0.01%
17,353
-1,956
557
$1.1M ﹤0.01%
69,336
+784
558
$1.09M ﹤0.01%
20,279
-7,695
559
$1.08M ﹤0.01%
20,187
+1,988
560
$1.07M ﹤0.01%
14,221
-943
561
$1.07M ﹤0.01%
8,853
+47
562
$1.07M ﹤0.01%
97,320
563
$1.06M ﹤0.01%
18,084
+9,996
564
$1.05M ﹤0.01%
9,757
+1,330
565
$1.04M ﹤0.01%
34,070
+1,685
566
$1.01M ﹤0.01%
62,985
-75
567
$1.01M ﹤0.01%
127,829
+1,597
568
$1M ﹤0.01%
171,984
+41,817
569
$999K ﹤0.01%
11,391
-108
570
$998K ﹤0.01%
49,674
+1,027
571
$996K ﹤0.01%
13,940
-14,320
572
$977K ﹤0.01%
21,388
+190
573
$974K ﹤0.01%
15,374
-2,048
574
$962K ﹤0.01%
35,843
-3,383
575
$956K ﹤0.01%
16,157
+702
21 22
23
24 25