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
76
$114M 0.4%
5,516,659
+587,578
77
$113M 0.4%
2,614,019
-4,514
78
$111M 0.39%
5,245,709
+2,898,578
79
$109M 0.38%
1,638,043
+4,361
80
$107M 0.38%
391,686
+213,292
81
$106M 0.37%
661,676
-982
82
$105M 0.37%
4,569,601
-27,065
83
$102M 0.36%
1,138,142
-17,713
84
$102M 0.36%
2,201,314
-10,822
85
$97.8M 0.34%
1,748,800
-39,323
86
$96.7M 0.34%
784,475
+231,332
87
$94.2M 0.33%
617,881
-152,625
88
$93.5M 0.33%
519,300
-136,953
89
$93M 0.33%
341,849
-116,921
90
$92.9M 0.33%
1,020,735
-628,245
91
$90.3M 0.32%
540,149
+305,964
92
$90.2M 0.32%
1,547,776
-5,732
93
$88.2M 0.31%
535,828
-5,952
94
$83.2M 0.29%
1,052,030
-481
95
$81.6M 0.29%
486,652
+11,901
96
$81.2M 0.29%
527,879
+39,045
97
$80.3M 0.28%
530,458
+25,646
98
$78.1M 0.27%
1,902,203
-218,765
99
$77.6M 0.27%
4,098,842
+904,385
100
$77M 0.27%
293,237
-3,974
2 3
4
5 6