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
676
$556K ﹤0.01%
5,583
677
$554K ﹤0.01%
35,135
+3,500
678
$552K ﹤0.01%
29,289
-108
679
$534K ﹤0.01%
10,263
-3,821
680
$531K ﹤0.01%
18,000
681
$525K ﹤0.01%
19,671
682
$522K ﹤0.01%
+18,856
683
$518K ﹤0.01%
5,505
+2
684
$515K ﹤0.01%
19,990
-4,795
685
$514K ﹤0.01%
12,135
-2,990
686
$503K ﹤0.01%
8,429
687
$495K ﹤0.01%
1,201
-112
688
$486K ﹤0.01%
4,769
-186
689
$486K ﹤0.01%
6,863
-920
690
$485K ﹤0.01%
22,552
+2,214
691
$484K ﹤0.01%
10,115
692
$480K ﹤0.01%
2,063
-5,217
693
$473K ﹤0.01%
30,414
+262
694
$471K ﹤0.01%
98,980
+5,300
695
$470K ﹤0.01%
395,200
+240,000
696
$462K ﹤0.01%
74,130
-14,368
697
$461K ﹤0.01%
8,385
+270
698
$459K ﹤0.01%
+10,895
699
$458K ﹤0.01%
11,817
+244
700
$457K ﹤0.01%
12,393
+2
26 27
28
29 30