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
151
$33.9M 0.12%
736,526
+506,817
152
$33.8M 0.12%
433,922
+7,133
153
$33.4M 0.12%
504,349
-170,895
154
$32.9M 0.12%
1,006,192
-971,520
155
$32.6M 0.11%
559,694
+380,643
156
$32.1M 0.11%
879,369
-422,385
157
$31.8M 0.11%
279,785
-35,832
158
$31.6M 0.11%
773,646
-3,007
159
$31.4M 0.11%
244,458
+911
160
$31.1M 0.11%
272,311
+3,211
161
$30.9M 0.11%
599,691
-19,101
162
$30.5M 0.11%
769,917
-7,536
163
$30.2M 0.11%
193,239
-1,289
164
$30.2M 0.11%
628,237
+5,985
165
$30.1M 0.11%
1,134,660
+195
166
$29.6M 0.1%
494,292
-136,075
167
$28.4M 0.1%
83,716
-152
168
$28.1M 0.1%
1,166,691
+131,208
169
$27.8M 0.1%
245,168
+19,868
170
$27.7M 0.1%
620,639
+1,333
171
$27.4M 0.1%
1,538,872
+200,294
172
$26M 0.09%
209,702
+12,322
173
$25.7M 0.09%
1,255,856
-399,997
174
$25.5M 0.09%
423,392
-41,172
175
$24.7M 0.09%
128,306
-66,566
5 6
7
8 9