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
126
$49.9M 0.18%
706,279
-37,564
127
$48.4M 0.17%
388,949
-2,821
128
$47.4M 0.17%
1,200,612
+23,482
129
$46.5M 0.16%
307,742
+11,657
130
$44.5M 0.16%
40,997
+56
131
$42.9M 0.15%
589,075
-101,258
132
$41.8M 0.15%
1,038,742
-10,877
133
$41.8M 0.15%
767,341
-22,787
134
$40.8M 0.14%
1,555,121
-641,824
135
$40.7M 0.14%
223,419
+79
136
$40.5M 0.14%
1,154,175
+241,205
137
$40.4M 0.14%
273,679
+1,036
138
$40.4M 0.14%
159,100
-32,578
139
$39.1M 0.14%
516,016
-11,267
140
$39M 0.14%
135,463
+3,355
141
$38.6M 0.14%
298,740
+129
142
$38.1M 0.13%
986,905
-12,045
143
$37.7M 0.13%
2,304,942
-302,576
144
$37.4M 0.13%
1,008,424
+169,877
145
$36.6M 0.13%
1,753,741
+202,841
146
$36.4M 0.13%
1,066,956
-111,215
147
$35.9M 0.13%
1,215,974
-16,946
148
$35.5M 0.12%
223,166
+9,219
149
$34.9M 0.12%
553,250
-90,820
150
$34.2M 0.12%
311,248
+54
4 5
6
7 8