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
726
$401K ﹤0.01%
13,382
-3,604
727
$400K ﹤0.01%
12,351
728
$398K ﹤0.01%
3,615
+750
729
$397K ﹤0.01%
29,141
+390
730
$395K ﹤0.01%
12,690
-25,200
731
$393K ﹤0.01%
20,000
732
$391K ﹤0.01%
20,747
+3,303
733
$390K ﹤0.01%
+37,500
734
$386K ﹤0.01%
24,172
+5,000
735
$384K ﹤0.01%
4,811
+838
736
$383K ﹤0.01%
46,970
737
$382K ﹤0.01%
10,740
738
$379K ﹤0.01%
2,230
-1,250
739
$378K ﹤0.01%
15,041
+381
740
$376K ﹤0.01%
10,306
-2
741
$370K ﹤0.01%
14,967
+4,952
742
$368K ﹤0.01%
9,840
-165
743
$368K ﹤0.01%
20,104
744
$367K ﹤0.01%
34,976
+208
745
$366K ﹤0.01%
729
+338
746
$365K ﹤0.01%
20,631
+2,254
747
$365K ﹤0.01%
6,470
-935
748
$362K ﹤0.01%
22,576
-8,800
749
$358K ﹤0.01%
10,571
+117
750
$357K ﹤0.01%
6,670
-669
28 29
30
31 32