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
451
$2.6M 0.01%
43,882
452
$2.6M 0.01%
+85,545
453
$2.57M 0.01%
33,949
+8,676
454
$2.52M 0.01%
191,690
+5,177
455
$2.51M 0.01%
101,508
+3,045
456
$2.49M 0.01%
13,294
-156
457
$2.49M 0.01%
63,555
+16,875
458
$2.49M 0.01%
27,920
-4,821
459
$2.47M 0.01%
22,873
+4
460
$2.46M 0.01%
17,676
-673
461
$2.46M 0.01%
33,051
+3,966
462
$2.44M 0.01%
+161,600
463
$2.42M 0.01%
31,779
+140
464
$2.42M 0.01%
105,745
+7,784
465
$2.4M 0.01%
93,082
-9,028
466
$2.4M 0.01%
135,900
-1,635
467
$2.39M 0.01%
13,120
+288
468
$2.36M 0.01%
53,305
+8,266
469
$2.36M 0.01%
32,422
-2,049
470
$2.35M 0.01%
26,984
-2,313
471
$2.35M 0.01%
42,405
-460
472
$2.34M 0.01%
61,722
-4,844
473
$2.31M 0.01%
16,865
-440
474
$2.3M 0.01%
84,448
+1,160
475
$2.27M 0.01%
43,865
+4,211
17 18
19
20 21