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
351
$6.18M 0.02%
54,848
-732
352
$6.13M 0.02%
103,313
+8,582
353
$6.08M 0.02%
92,035
+19,497
354
$6.07M 0.02%
365,168
-6,091,856
355
$6.05M 0.02%
61,113
+12,312
356
$6.04M 0.02%
219,116
+7,633
357
$5.78M 0.02%
1,206,363
+240,108
358
$5.61M 0.02%
27,422
-1,004
359
$5.58M 0.02%
51,817
-20
360
$5.52M 0.02%
55,337
+1,454
361
$5.48M 0.02%
127,704
+10,878
362
$5.45M 0.02%
123,024
-2,380
363
$5.44M 0.02%
118,300
364
$5.42M 0.02%
70,085
-696
365
$5.39M 0.02%
69,901
+5,062
366
$5.37M 0.02%
39,317
+4,013
367
$5.25M 0.02%
24,420
-1,041
368
$5.24M 0.02%
53,480
+109
369
$5.12M 0.02%
76,022
-37,384
370
$5.05M 0.02%
74,171
-499
371
$4.98M 0.02%
41,617
+4,161
372
$4.88M 0.02%
49,479
-238
373
$4.77M 0.02%
59,065
-2,762
374
$4.7M 0.02%
83,335
+1,904
375
$4.62M 0.02%
240,200
-95,018
13 14
15
16 17