CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$193M
2
+$181M
3
+$81.1M
4
PAGP icon
Plains GP Holdings
PAGP
+$66.9M
5
MLM icon
Martin Marietta Materials
MLM
+$52.7M

Top Sells

1
+$131M
2
+$103M
3
+$86.1M
4
WFC icon
Wells Fargo
WFC
+$69.4M
5
COF icon
Capital One
COF
+$56.5M

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
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604
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4,558
-77,179
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$818K ﹤0.01%
54,800
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606
$818K ﹤0.01%
12,662
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607
$806K ﹤0.01%
47,950
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608
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6,603
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$804K ﹤0.01%
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$804K ﹤0.01%
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46,826
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18,785
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$755K ﹤0.01%
37,803
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618
$754K ﹤0.01%
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619
$750K ﹤0.01%
23,927
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$749K ﹤0.01%
4,786
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621
$745K ﹤0.01%
6,905
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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