CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$193M
2
+$181M
3
+$81.1M
4
PAGP icon
Plains GP Holdings
PAGP
+$66.9M
5
MLM icon
Martin Marietta Materials
MLM
+$52.7M

Top Sells

1
+$131M
2
+$103M
3
+$86.1M
4
WFC icon
Wells Fargo
WFC
+$69.4M
5
COF icon
Capital One
COF
+$56.5M

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
901
– –
-26,500
902
– –
-13,625
903
– –
-15,223
904
– –
-45,215
905
– –
-5,772
906
– –
-18,830
907
– –
-4,974
908
– –
-7,500
909
– –
-16,529
910
– –
-19,885
911
– –
-15,139
912
– –
-4,565
913
– –
-1,040
914
– –
-23,113
915
– –
-5,500
916
– –
-3,205
917
– –
-3,820
918
– –
-5,000
919
– –
-4,164
920
– –
-3,741
921
– –
-18,227
922
– –
-7,086
923
– –
-6,570
924
– –
-3,952
925
– –
-3,759
35 36
37
38 39