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
251
$14.5M 0.06%
108,542
-252
252
$14.4M 0.05%
214,747
-1,731
253
$14.3M 0.05%
+149,010
254
$14.3M 0.05%
97,323
-376
255
$14.1M 0.05%
510,896
+497,529
256
$14M 0.05%
58,234
-362
257
$14M 0.05%
943,725
-134,419
258
$14M 0.05%
90,893
+10,551
259
$13.8M 0.05%
504,440
-673
260
$13.6M 0.05%
84,257
+385
261
$13.5M 0.05%
54,551
-327
262
$13.4M 0.05%
247,928
-49,527
263
$13.4M 0.05%
520,557
+225,557
264
$13.3M 0.05%
75,045
+1,469
265
$13.2M 0.05%
123,266
-16,510
266
$13.2M 0.05%
139,525
-36,126
267
$12.9M 0.05%
366,192
+19,573
268
$12.8M 0.05%
705,495
+2,150
269
$12.8M 0.05%
670,010
-260,076
270
$12.7M 0.05%
264,657
+89,386
271
$12.6M 0.05%
398,913
+195
272
$12.5M 0.05%
+177,319
273
$12.4M 0.05%
289,220
-51,241
274
$12.1M 0.05%
101,079
-37,974
275
$12.1M 0.05%
226,625
-15,423
9 10
11
12 13