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
326
$7.73M 0.03%
92,971
+11,412
327
$7.73M 0.03%
361,572
+77,474
328
$7.65M 0.03%
93,873
-4,860
329
$7.64M 0.03%
211,378
+37,714
330
$7.53M 0.03%
261,175
+4,924
331
$7.36M 0.03%
173,424
-2,510
332
$7.36M 0.03%
309,650
+270
333
$7.35M 0.03%
74,426
+54
334
$7.33M 0.03%
69,447
-1,589
335
$7.04M 0.03%
145,072
+8,560
336
$7M 0.03%
61,596
-1,114
337
$7M 0.03%
53,944
+5,501
338
$6.91M 0.03%
164,920
+27,320
339
$6.88M 0.03%
300,969
-1,453
340
$6.88M 0.03%
304,409
+304,277
341
$6.76M 0.03%
156,002
-3,460
342
$6.76M 0.03%
55,417
-5,519
343
$6.7M 0.03%
150,680
+28,135
344
$6.64M 0.03%
49,962
+218
345
$6.6M 0.03%
170,484
+29,068
346
$6.57M 0.02%
79,408
+2,453
347
$6.57M 0.02%
82,086
+26,522
348
$6.44M 0.02%
95,712
-4,200
349
$6.41M 0.02%
96,263
+1
350
$6.2M 0.02%
48,082
-2,670
12 13
14
15 16