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
851
$218K ﹤0.01%
11,360
852
$217K ﹤0.01%
2,800
853
$217K ﹤0.01%
+12,500
854
$214K ﹤0.01%
2,145
-7,015
855
$211K ﹤0.01%
4,905
-3,205
856
$208K ﹤0.01%
3,990
-125
857
$207K ﹤0.01%
13,103
858
$205K ﹤0.01%
13,719
-90
859
$203K ﹤0.01%
+2,100
860
$201K ﹤0.01%
1,431
861
$181K ﹤0.01%
17,176
+2,880
862
$152K ﹤0.01%
20,884
863
$152K ﹤0.01%
11,445
864
$147K ﹤0.01%
12,000
865
$135K ﹤0.01%
+63,000
866
$122K ﹤0.01%
100,000
+10,000
867
$120K ﹤0.01%
13,073
+200
868
$110K ﹤0.01%
11,497
-836
869
$97K ﹤0.01%
18,411
-79,904
870
$88K ﹤0.01%
+30,000
871
$81K ﹤0.01%
16,000
-8,000
872
$78K ﹤0.01%
39
+6
873
$77K ﹤0.01%
12,000
874
$77K ﹤0.01%
21,500
-1,000
875
$69K ﹤0.01%
21,282
33 34
35
36 37