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
51
$165M 0.58%
1,035,475
+2,499
52
$163M 0.57%
456,129
+1,627
53
$159M 0.56%
2,171,457
-34,173
54
$157M 0.55%
1,765,282
-1,057
55
$156M 0.55%
3,101,302
-1,473,813
56
$156M 0.55%
3,736,278
+246,251
57
$156M 0.55%
7,522,899
+723,778
58
$154M 0.54%
1,376,085
+1,386
59
$151M 0.53%
2,285,842
-455,023
60
$150M 0.53%
1,698,452
+145,769
61
$150M 0.53%
1,114,354
-1,181
62
$147M 0.52%
697,257
-50,703
63
$140M 0.49%
579,433
+114,914
64
$133M 0.47%
2,240,640
+370
65
$133M 0.47%
3,306,368
-146,697
66
$133M 0.47%
2,105,952
+483,668
67
$130M 0.46%
1,939,447
-283
68
$128M 0.45%
522,144
-2,529
69
$126M 0.44%
1,004,170
-85,736
70
$125M 0.44%
459,900
+48,631
71
$125M 0.44%
1,764,678
-17,554
72
$121M 0.43%
490,824
-3,874
73
$118M 0.41%
1,584,877
+6,053
74
$117M 0.41%
640,023
-3,054
75
$117M 0.41%
408,988
-859
1 2
3
4 5