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
776
$315K ﹤0.01%
+6,290
777
$315K ﹤0.01%
15,271
+5,192
778
$314K ﹤0.01%
6,508
+225
779
$311K ﹤0.01%
+2,638
780
$310K ﹤0.01%
6,770
-920
781
$308K ﹤0.01%
1,805
+13
782
$308K ﹤0.01%
11,772
783
$307K ﹤0.01%
7,115
-118
784
$305K ﹤0.01%
11,363
+755
785
$303K ﹤0.01%
12,586
-7
786
$303K ﹤0.01%
1,984
+385
787
$292K ﹤0.01%
415
-30
788
$291K ﹤0.01%
14,686
-1,170
789
$286K ﹤0.01%
17,507
-928
790
$286K ﹤0.01%
+16,597
791
$283K ﹤0.01%
+6,860
792
$282K ﹤0.01%
73,300
793
$277K ﹤0.01%
1,650
-3,285
794
$277K ﹤0.01%
8,596
-4,300
795
$276K ﹤0.01%
9,381
-223
796
$276K ﹤0.01%
11,923
-450
797
$275K ﹤0.01%
5,890
+700
798
$274K ﹤0.01%
1,809
+25
799
$274K ﹤0.01%
18,955
+77
800
$272K ﹤0.01%
+1,720
30 31
32
33 34