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
826
$242K ﹤0.01%
12,149
-5
827
$241K ﹤0.01%
1,155
828
$240K ﹤0.01%
7,020
829
$239K ﹤0.01%
+7,644
830
$238K ﹤0.01%
10,828
-9,899
831
$235K ﹤0.01%
4,755
+230
832
$234K ﹤0.01%
12,370
833
$234K ﹤0.01%
3,172
834
$234K ﹤0.01%
15,500
835
$234K ﹤0.01%
21,500
836
$233K ﹤0.01%
5,253
837
$229K ﹤0.01%
+1,153
838
$228K ﹤0.01%
30,000
839
$228K ﹤0.01%
+10,000
840
$226K ﹤0.01%
+8,114
841
$226K ﹤0.01%
4,485
+135
842
$226K ﹤0.01%
+1,471
843
$226K ﹤0.01%
25,000
844
$225K ﹤0.01%
+4,189
845
$224K ﹤0.01%
17,800
846
$224K ﹤0.01%
4,986
-85,775
847
$220K ﹤0.01%
1,506
+18
848
$220K ﹤0.01%
10,200
849
$220K ﹤0.01%
3,711
+49
850
$219K ﹤0.01%
2,157
32 33
34
35 36