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
701
$455K ﹤0.01%
7,849
-1,535
702
$453K ﹤0.01%
6,596
-996
703
$451K ﹤0.01%
10,277
-150
704
$445K ﹤0.01%
10,513
705
$441K ﹤0.01%
5,970
-1,587
706
$436K ﹤0.01%
39,600
707
$434K ﹤0.01%
33,950
+1,218
708
$433K ﹤0.01%
20,334
709
$433K ﹤0.01%
6,087
+400
710
$431K ﹤0.01%
39,705
-40
711
$429K ﹤0.01%
22,136
712
$428K ﹤0.01%
17,289
-2,814
713
$428K ﹤0.01%
33,000
-8,000
714
$427K ﹤0.01%
8,004
-3,855
715
$427K ﹤0.01%
9,865
-5,425
716
$425K ﹤0.01%
10,525
-6,001
717
$423K ﹤0.01%
38,417
718
$422K ﹤0.01%
9,000
719
$418K ﹤0.01%
125,000
720
$414K ﹤0.01%
11,797
-19,600
721
$412K ﹤0.01%
21,959
722
$412K ﹤0.01%
2,822
723
$410K ﹤0.01%
28,400
724
$407K ﹤0.01%
22,675
725
$406K ﹤0.01%
3,618
+130
27 28
29
30 31