CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$1.06B 3.74%
7,648,067
-18,069
2
$896M 3.15%
15,995,560
+747,020
3
$888M 3.12%
10,235,180
-58,880
4
$551M 1.94%
42,094,383
+677,637
5
$540M 1.9%
18,911,235
+1,291,052
6
$532M 1.87%
3,093,296
-17,889
7
$528M 1.86%
4,482,957
-82,560
8
$469M 1.65%
7,702,560
-23,440
9
$404M 1.42%
3,155,738
+219,348
10
$398M 1.4%
1,464,790
-15,002
11
$371M 1.3%
2,794,065
+610,888
12
$345M 1.21%
1,558,168
-122,485
13
$340M 1.2%
3,682,004
-10,729
14
$334M 1.17%
1,439,299
-10,678
15
$325M 1.14%
1,919,193
+3,209
16
$302M 1.06%
6,706,789
+440,219
17
$300M 1.06%
1,030,062
-4,901
18
$298M 1.05%
6,030,638
-515,571
19
$296M 1.04%
4,853,000
-25,940
20
$295M 1.04%
2,150,878
+202,087
21
$294M 1.03%
2,356,999
+212,112
22
$294M 1.03%
2,268,512
-24,288
23
$282M 0.99%
1,935,088
-7,900
24
$282M 0.99%
2,598,054
+1,043
25
$276M 0.97%
999,708
-115,486
1
2 3 4 5