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
801
$271K ﹤0.01%
4,241
+16
802
$270K ﹤0.01%
2,210
803
$268K ﹤0.01%
22,213
804
$267K ﹤0.01%
4,317
+100
805
$266K ﹤0.01%
+10,109
806
$266K ﹤0.01%
8,850
807
$265K ﹤0.01%
18,434
-1,000
808
$264K ﹤0.01%
5,038
809
$263K ﹤0.01%
+50,230
810
$260K ﹤0.01%
12,765
+500
811
$256K ﹤0.01%
+6,852
812
$255K ﹤0.01%
21,120
813
$254K ﹤0.01%
179
+9
814
$252K ﹤0.01%
2,765
-135
815
$251K ﹤0.01%
+1,689
816
$250K ﹤0.01%
40,162
-4,226
817
$250K ﹤0.01%
1,885
818
$250K ﹤0.01%
3,280
-63
819
$249K ﹤0.01%
3,041
+94
820
$247K ﹤0.01%
18,487
-36,000
821
$247K ﹤0.01%
7,857
-3,433
822
$247K ﹤0.01%
19,752
-1,576
823
$244K ﹤0.01%
3,111
+27
824
$243K ﹤0.01%
4,529
825
$242K ﹤0.01%
+2,656
31 32
33
34 35