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
276
$12.1M 0.05%
72,209
-447
277
$12M 0.05%
259,373
278
$11.9M 0.05%
326,163
+3,859
279
$11.8M 0.04%
41,789
-353
280
$11.7M 0.04%
168,212
+3,680
281
$11.6M 0.04%
127,725
-2,887
282
$11.4M 0.04%
97,340
-7,569
283
$11.3M 0.04%
102,075
+1,440
284
$11.2M 0.04%
64,001
+206
285
$10.8M 0.04%
97,069
-251
286
$10.8M 0.04%
128,647
+2,686
287
$10.6M 0.04%
73,731
-345
288
$10.5M 0.04%
174,879
-1,481
289
$10.5M 0.04%
862,642
-171,587
290
$10.5M 0.04%
5,287
+27
291
$10.5M 0.04%
78,307
+10,447
292
$10.4M 0.04%
73,533
+11,103
293
$10.3M 0.04%
111,092
-111
294
$10.3M 0.04%
273,343
-10,228
295
$10.3M 0.04%
431,672
-1,166,766
296
$10.1M 0.04%
200,187
-2,570
297
$10M 0.04%
426,384
+69,624
298
$10M 0.04%
415,256
+331,384
299
$9.87M 0.04%
479,446
-7,062
300
$9.79M 0.04%
303,518
-44,827
10 11
12
13 14