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
601
$833K ﹤0.01%
31,709
+14,515
602
$829K ﹤0.01%
11,387
-985
603
$828K ﹤0.01%
10,807
+519
604
$823K ﹤0.01%
4,558
-77,179
605
$818K ﹤0.01%
12,662
-1,018
606
$818K ﹤0.01%
54,800
-27,840
607
$806K ﹤0.01%
47,950
-20,700
608
$805K ﹤0.01%
6,603
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609
$804K ﹤0.01%
82,928
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610
$804K ﹤0.01%
16,112
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611
$796K ﹤0.01%
+7,200
612
$793K ﹤0.01%
46,826
-30,579
613
$786K ﹤0.01%
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614
$782K ﹤0.01%
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615
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10,298
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$757K ﹤0.01%
18,785
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617
$755K ﹤0.01%
37,803
+21,667
618
$754K ﹤0.01%
5,732
619
$750K ﹤0.01%
23,927
+2,665
620
$749K ﹤0.01%
4,786
+35
621
$745K ﹤0.01%
6,905
-677
622
$730K ﹤0.01%
4,119
-825
623
$724K ﹤0.01%
62,804
-305
624
$724K ﹤0.01%
14,007
-559
625
$721K ﹤0.01%
60,960
+4,776
23 24
25
26 27