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
876
$68K ﹤0.01%
1,166
877
$56K ﹤0.01%
+106
878
$42K ﹤0.01%
10,000
879
$40K ﹤0.01%
+10,500
880
$37K ﹤0.01%
+203
881
$23K ﹤0.01%
10,000
882
$23K ﹤0.01%
15,335
883
$19K ﹤0.01%
2,200
+1,000
884
$12K ﹤0.01%
10,000
885
$5K ﹤0.01%
2,500
886
$4K ﹤0.01%
13,518
887
– –
-4,084
888
– –
-10,535
889
– –
-10,040
890
– –
-16,849
891
– –
-7,424
892
– –
-14,277
893
– –
-3,767
894
– –
-12,227
895
– –
-7,036
896
– –
-11,278
897
– –
-3,930
898
– –
-26,500
899
– –
-13,625
900
– –
-3,820
34 35
36
37 38