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
301
$9.79M 0.04%
70,395
+59,108
302
$9.72M 0.04%
504,947
+471,098
303
$9.6M 0.04%
34,634
+2,412
304
$9.46M 0.04%
61,514
+5,299
305
$9.39M 0.04%
104,082
-552
306
$9.26M 0.04%
80,534
-2,339
307
$9.18M 0.03%
1,485,627
308
$9.09M 0.03%
187,155
-18,782
309
$8.96M 0.03%
154,960
-4,037
310
$8.83M 0.03%
24,998
+3,238
311
$8.73M 0.03%
97,238
+9,717
312
$8.64M 0.03%
292,267
+13,524
313
$8.6M 0.03%
24,053
+5,351
314
$8.58M 0.03%
47,338
+3,980
315
$8.37M 0.03%
24,185
+1,923
316
$8.36M 0.03%
74,159
-4,525
317
$8.28M 0.03%
23,200
+2,674
318
$8.18M 0.03%
21,969
+2,009
319
$8.07M 0.03%
182,653
+33,168
320
$8.06M 0.03%
100,525
-1,039
321
$7.98M 0.03%
90,505
+714
322
$7.92M 0.03%
51,934
+741
323
$7.87M 0.03%
426,699
-12,837
324
$7.78M 0.03%
70,295
+4,711
325
$7.77M 0.03%
207,710
-73,750
11 12
13
14 15