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
$26.4B
AUM Growth
+$1.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,036
New
Increased
Reduced
Closed

Top Buys

1
+$309M
2
+$162M
3
+$117M
4
ROP icon
Roper Technologies
ROP
+$73.2M
5
IAC icon
IAC Inc
IAC
+$72.4M

Top Sells

1
+$399M
2
+$161M
3
+$134M
4
ANET icon
Arista Networks
ANET
+$101M
5
ET icon
Energy Transfer Partners
ET
+$64.6M

Sector Composition

1 Technology 18.75%
2 Healthcare 15.48%
3 Energy 13.52%
4 Financials 12.74%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17.5M 0.07%
198,559
+1,763
227
$17.5M 0.07%
195,059
-19,654
228
$17.3M 0.07%
291,354
-1,078
229
$17.3M 0.07%
126,739
+566
230
$16.8M 0.06%
425,405
+422,557
231
$16.7M 0.06%
216,237
+11,822
232
$16.5M 0.06%
96,624
-15,669
233
$16.5M 0.06%
3,570,400
234
$16.5M 0.06%
181,613
-835
235
$16.2M 0.06%
179,303
-2,796
236
$16.2M 0.06%
89,561
+336
237
$16M 0.06%
303,080
+876
238
$15.9M 0.06%
104,113
+19
239
$15.7M 0.06%
353,498
+1,244
240
$15.5M 0.06%
121,050
-362
241
$15.4M 0.06%
83,698
+443
242
$15.3M 0.06%
358,628
-7,704
243
$15.3M 0.06%
601,913
-842,085
244
$15.2M 0.06%
292,792
-34,899
245
$15.2M 0.06%
81,840
+1,808
246
$15.1M 0.06%
195,727
+54,965
247
$15M 0.06%
227,805
+167,795
248
$14.9M 0.06%
618,450
-18,390
249
$14.6M 0.06%
499,057
+198,510
250
$14.5M 0.06%
147,068
-1,040
8 9
10
11 12