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
426
$3.19M 0.01%
91,867
-8,114
427
$3.18M 0.01%
14,187
-420
428
$3.15M 0.01%
34,108
+1,937
429
$3.14M 0.01%
111,368
-23,784
430
$3.13M 0.01%
21,015
-2,979
431
$3.1M 0.01%
49,640
-6,120
432
$3.08M 0.01%
26,614
-3,095
433
$3.06M 0.01%
65,426
-2,499
434
$3.03M 0.01%
31,589
+2,966
435
$2.96M 0.01%
24,521
-340
436
$2.95M 0.01%
171,730
+13,053
437
$2.94M 0.01%
42,843
+995
438
$2.93M 0.01%
68,141
+1,088
439
$2.91M 0.01%
64,116
-118
440
$2.86M 0.01%
23,329
+2,179
441
$2.83M 0.01%
153,495
-360
442
$2.83M 0.01%
45,212
+29,831
443
$2.82M 0.01%
+58,929
444
$2.82M 0.01%
89,541
-515
445
$2.82M 0.01%
23,955
+2,888
446
$2.76M 0.01%
6,828
+1,367
447
$2.74M 0.01%
110,628
+48,844
448
$2.72M 0.01%
33,845
-115
449
$2.72M 0.01%
25,565
-533,365
450
$2.62M 0.01%
68,140
-3,680
16 17
18
19 20