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
101
$77M 0.27%
2,485,271
+469,896
102
$75.1M 0.26%
253,066
+19,675
103
$74.6M 0.26%
572,440
-19,147
104
$73.7M 0.26%
306,925
-6,677
105
$73.1M 0.26%
2,937,110
+756,133
106
$71.6M 0.25%
691,464
-29,969
107
$70.4M 0.25%
955,419
+23,644
108
$69.8M 0.25%
488,352
-270,980
109
$68.8M 0.24%
357,884
-221
110
$68.7M 0.24%
1,025,208
+116,844
111
$67M 0.24%
322,282
+19,660
112
$63.6M 0.22%
2,132,965
-21,565
113
$62.7M 0.22%
773,043
+150,014
114
$62.6M 0.22%
351,723
+7,089
115
$62.2M 0.22%
2,675,021
+71,501
116
$59.5M 0.21%
633,612
-17,183
117
$59.4M 0.21%
102,917
+33,495
118
$58.2M 0.2%
1,027,347
+564,867
119
$55.9M 0.2%
1,258,059
-28,774
120
$55.1M 0.19%
184,528
-4,706
121
$54M 0.19%
251,286
+4,607
122
$53.7M 0.19%
1,037,016
+388,344
123
$53.3M 0.19%
816,712
-10,770
124
$52.8M 0.19%
273,015
-1,970
125
$51.9M 0.18%
355,069
+6,976
3 4
5
6 7