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
651
$644K ﹤0.01%
26,596
-211
652
$637K ﹤0.01%
12,100
-1,617
653
$634K ﹤0.01%
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-664
654
$624K ﹤0.01%
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655
$624K ﹤0.01%
5,513
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$624K ﹤0.01%
40,301
-5,611
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8,317
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658
$611K ﹤0.01%
12,420
659
$611K ﹤0.01%
17,740
-14,838
660
$609K ﹤0.01%
27,100
661
$607K ﹤0.01%
35,168
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$598K ﹤0.01%
+17,670
663
$594K ﹤0.01%
3,339
-52,335
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$583K ﹤0.01%
16,269
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12,615
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666
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18,400
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668
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7,611
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$572K ﹤0.01%
7,450
670
$570K ﹤0.01%
15,696
+1,508
671
$568K ﹤0.01%
16,940
672
$567K ﹤0.01%
7,686
673
$566K ﹤0.01%
20,000
674
$563K ﹤0.01%
35,922
+170
675
$558K ﹤0.01%
4,438
-2,037
25 26
27
28 29