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
176
$24.7M 0.09%
167,596
-1,548
177
$24.6M 0.09%
1,467,135
+143,098
178
$24.3M 0.09%
109,854
-355
179
$24M 0.08%
363,514
-38,034
180
$23.4M 0.08%
212,509
-3,449
181
$23.2M 0.08%
1,423,219
-625
182
$23.1M 0.08%
255,975
-755,246
183
$22.9M 0.08%
504,587
+46,861
184
$22.1M 0.08%
439,975
-1,026
185
$21.7M 0.08%
236,804
-334
186
$21.1M 0.07%
2,118,762
+348,131
187
$21.1M 0.07%
178,469
-2,419
188
$20.8M 0.07%
156,617
+614
189
$20.8M 0.07%
713,190
-20,632
190
$20.7M 0.07%
166,182
-514
191
$20.5M 0.07%
733,824
-25,173
192
$20.3M 0.07%
216,985
-118,228
193
$20.1M 0.07%
144,887
-959
194
$20.1M 0.07%
295,416
-2,494
195
$20.1M 0.07%
231,629
+17,067
196
$19.9M 0.07%
226,884
-1,782
197
$19.9M 0.07%
151,256
-706
198
$19.6M 0.07%
849,210
+361,640
199
$19.6M 0.07%
217,813
+88,277
200
$19.4M 0.07%
679,830
+82,242
6 7
8
9 10