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
26
$205M 0.78%
746,668
+3,466
27
$203M 0.77%
2,458,532
-55,489
28
$202M 0.77%
1,343,400
-14,444
29
$202M 0.77%
8,084,718
-816,569
30
$201M 0.76%
11,545,438
-3,708,632
31
$201M 0.76%
3,816,625
-25,312
32
$194M 0.74%
2,707,992
-184,300
33
$194M 0.73%
5,468,106
-110,653
34
$193M 0.73%
3,752,046
-59,220
35
$193M 0.73%
1,725,534
-13,051
36
$192M 0.73%
2,834,527
+19,233
37
$188M 0.71%
506,068
-1,950
38
$185M 0.7%
3,309,188
-35,602
39
$178M 0.68%
862,074
+567,108
40
$177M 0.67%
2,613,811
-19,619
41
$177M 0.67%
2,455,381
-13,785
42
$172M 0.65%
1,806,354
-10,640
43
$170M 0.65%
2,319,671
+195,397
44
$168M 0.64%
1,374,669
+158,232
45
$164M 0.62%
4,727,603
-81,351
46
$158M 0.6%
2,111,023
+8,601
47
$156M 0.59%
1,978,735
-47,738
48
$154M 0.58%
1,413,914
+90
49
$147M 0.56%
1,151,251
+884
50
$146M 0.56%
2,697,599
+43,608
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