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
751
$355K ﹤0.01%
10,028
-520
752
$353K ﹤0.01%
4,414
-160
753
$352K ﹤0.01%
38,500
754
$351K ﹤0.01%
4,726
755
$349K ﹤0.01%
12,305
-1,586
756
$347K ﹤0.01%
9,560
+844
757
$347K ﹤0.01%
+21,793
758
$342K ﹤0.01%
4,972
+1,397
759
$341K ﹤0.01%
21,631
760
$340K ﹤0.01%
20,000
761
$337K ﹤0.01%
21,723
762
$335K ﹤0.01%
+12,463
763
$333K ﹤0.01%
11,036
+3
764
$332K ﹤0.01%
11,500
765
$331K ﹤0.01%
10,845
-2,055
766
$326K ﹤0.01%
3,907
-1,537
767
$324K ﹤0.01%
8,876
-1,344
768
$322K ﹤0.01%
5,119
-2,742
769
$320K ﹤0.01%
+10,350
770
$320K ﹤0.01%
13,183
-20,443
771
$319K ﹤0.01%
14,132
+48
772
$319K ﹤0.01%
25,955
-5,925
773
$318K ﹤0.01%
26,832
-3,342
774
$317K ﹤0.01%
11,247
-100,375
775
$316K ﹤0.01%
+10,243
29 30
31
32 33