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
201
$19.3M 0.07%
197,969
+79,316
202
$19.2M 0.07%
219,722
-3,047
203
$18.9M 0.07%
782,920
+4,904
204
$18.6M 0.07%
126,318
+11,721
205
$18.4M 0.06%
153,073
-541
206
$18.4M 0.06%
224,361
+12,481
207
$18.4M 0.06%
90,818
-259
208
$18M 0.06%
82,809
+11,448
209
$18M 0.06%
192,662
-3,557
210
$17.8M 0.06%
119,822
-430
211
$17.7M 0.06%
93,960
+1,563
212
$17.6M 0.06%
53,859
+57
213
$17.4M 0.06%
417,493
+110,406
214
$17.3M 0.06%
249,402
+105,557
215
$17.3M 0.06%
262,330
-294
216
$17.3M 0.06%
107,277
+12,866
217
$17.3M 0.06%
2,586,681
-1,449,693
218
$17.2M 0.06%
464,694
+213,190
219
$17.2M 0.06%
228,746
-1,636
220
$17.1M 0.06%
172,074
-744
221
$17.1M 0.06%
133,171
-2,533
222
$16.9M 0.06%
265,978
+15,643
223
$16.7M 0.06%
+150,645
224
$16.2M 0.06%
96,368
+3,052
225
$16M 0.06%
3,571,120
7 8
9
10 11