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
376
$4.57M 0.02%
108,497
+23,011
377
$4.53M 0.02%
121,983
+25,713
378
$4.47M 0.02%
193,092
-11,408
379
$4.47M 0.02%
13,140
+2,311
380
$4.47M 0.02%
173,491
+1,451
381
$4.38M 0.02%
122,480
+1,048
382
$4.37M 0.02%
50,439
+172
383
$4.34M 0.02%
67,744
+31,150
384
$4.29M 0.02%
11,665
+100
385
$4.28M 0.02%
59,501
-505
386
$4.26M 0.02%
13,425
-2,806
387
$4.26M 0.02%
29,164
+3,611
388
$4.25M 0.02%
112,706
+704
389
$4.22M 0.02%
41,973
-1,650
390
$4.16M 0.02%
28,767
-59
391
$4.12M 0.02%
+151,064
392
$4.07M 0.02%
58,464
393
$4.03M 0.02%
154,338
-13,289
394
$4.02M 0.02%
33,377
+3,670
395
$4.01M 0.02%
103,659
-17,900
396
$3.93M 0.01%
35,310
-2,272
397
$3.86M 0.01%
44,488
+786
398
$3.85M 0.01%
40,069
-782
399
$3.82M 0.01%
34,170
+34,130
400
$3.82M 0.01%
74,771
+9,653
14 15
16
17 18