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
401
$3.81M 0.01%
113,110
+10,143
402
$3.79M 0.01%
61,958
403
$3.78M 0.01%
21,753
404
$3.75M 0.01%
24,992
-4,884
405
$3.67M 0.01%
23,318
-353
406
$3.67M 0.01%
50,042
-3,451
407
$3.61M 0.01%
49,100
-2,100
408
$3.56M 0.01%
75,614
+2
409
$3.56M 0.01%
16,579
-38,054
410
$3.55M 0.01%
80,615
-81
411
$3.53M 0.01%
146,780
-1,845
412
$3.49M 0.01%
35,019
-1,625
413
$3.47M 0.01%
25,489
+7,867
414
$3.44M 0.01%
38,098
-2,398
415
$3.42M 0.01%
36,670
+10
416
$3.41M 0.01%
126,182
417
$3.39M 0.01%
14,917
+10,491
418
$3.32M 0.01%
26,020
-4,561
419
$3.31M 0.01%
202,880
+110,199
420
$3.3M 0.01%
61,125
+361
421
$3.27M 0.01%
25,193
-167
422
$3.26M 0.01%
98,728
-49,758
423
$3.25M 0.01%
35,286
-1,257
424
$3.24M 0.01%
30,837
+30,486
425
$3.22M 0.01%
49,978
-2,530
15 16
17
18 19