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
576
$955K ﹤0.01%
14,895
+2,771
577
$949K ﹤0.01%
5,215
-908
578
$944K ﹤0.01%
10,564
-160
579
$944K ﹤0.01%
9,609
-160
580
$943K ﹤0.01%
45,438
+122
581
$941K ﹤0.01%
59,473
+3,963
582
$938K ﹤0.01%
32,858
-14,413
583
$935K ﹤0.01%
3
584
$935K ﹤0.01%
13,374
+1,729
585
$933K ﹤0.01%
3,466
586
$927K ﹤0.01%
49,010
+366
587
$919K ﹤0.01%
40,495
-670
588
$910K ﹤0.01%
21,322
-2,225
589
$909K ﹤0.01%
32,230
+50
590
$903K ﹤0.01%
15,109
+3,155
591
$899K ﹤0.01%
56,768
-122
592
$892K ﹤0.01%
9,872
-1,600
593
$882K ﹤0.01%
8,368
-260,433
594
$876K ﹤0.01%
18,044
-1,266
595
$876K ﹤0.01%
16,961
+90
596
$871K ﹤0.01%
8,761
-1,409
597
$870K ﹤0.01%
25,546
-9,054
598
$867K ﹤0.01%
4,667
-118
599
$858K ﹤0.01%
9,079
-23,023
600
$853K ﹤0.01%
11,510
-1,405
22 23
24
25 26