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
476
$2.27M 0.01%
102,382
+6,279
477
$2.26M 0.01%
26,185
-849
478
$2.23M 0.01%
23,407
-100
479
$2.21M 0.01%
28,971
+618
480
$2.21M 0.01%
22,815
+5
481
$2.21M 0.01%
40,400
-630
482
$2.17M 0.01%
16,364
-2,560
483
$2.17M 0.01%
121,473
+4,154
484
$2.16M 0.01%
127,616
+9,296
485
$2.14M 0.01%
60,048
-372
486
$2.14M 0.01%
65,105
-730
487
$2.12M 0.01%
34,729
-55
488
$2.11M 0.01%
33,251
+18,288
489
$2.1M 0.01%
31,525
-19
490
$2.1M 0.01%
18,461
-9,709
491
$2.08M 0.01%
112,984
+2,278
492
$2.07M 0.01%
40,558
-1,486
493
$2.06M 0.01%
58,330
-1,275
494
$2.05M 0.01%
107,600
-1,728
495
$2.05M 0.01%
57,825
+13,516
496
$2.04M 0.01%
55,065
-2,433
497
$2.03M 0.01%
32,126
+30,269
498
$2.03M 0.01%
17,805
+15,595
499
$2.03M 0.01%
19,870
-1,880
500
$2.02M 0.01%
19,700
+191
18 19
20
21 22