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
626
$714K ﹤0.01%
47,074
-39,184
627
$712K ﹤0.01%
17,514
+10,755
628
$711K ﹤0.01%
3,556
-325
629
$710K ﹤0.01%
21,063
-1,500
630
$709K ﹤0.01%
+14,643
631
$688K ﹤0.01%
5,710
632
$687K ﹤0.01%
24,284
633
$683K ﹤0.01%
18,666
+86
634
$683K ﹤0.01%
27,917
+5,247
635
$677K ﹤0.01%
79,634
-6,383,678
636
$676K ﹤0.01%
13,222
-2,106
637
$674K ﹤0.01%
25,347
+1,983
638
$674K ﹤0.01%
7,219
-210
639
$671K ﹤0.01%
35,469
-23,160
640
$669K ﹤0.01%
73,082
+11,952
641
$665K ﹤0.01%
3,210
+150
642
$665K ﹤0.01%
14,000
-1,330
643
$665K ﹤0.01%
18,054
-2,341
644
$664K ﹤0.01%
27,007
645
$660K ﹤0.01%
50,601
+9,248
646
$657K ﹤0.01%
5,100
-1,325
647
$654K ﹤0.01%
18,000
-3,762
648
$649K ﹤0.01%
14,481
-8,858
649
$645K ﹤0.01%
6,280
-160
650
$645K ﹤0.01%
13,160
+641
24 25
26
27 28