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
501
$2M 0.01%
13,781
+12,978
502
$2M 0.01%
98,990
-985
503
$1.98M 0.01%
52,357
-1,314
504
$1.98M 0.01%
+174,984
505
$1.97M 0.01%
48,955
-1,673
506
$1.97M 0.01%
37,862
-13,662
507
$1.93M 0.01%
6,027
+6,014
508
$1.93M 0.01%
58,349
-654
509
$1.93M 0.01%
24,128
-6,781
510
$1.92M 0.01%
16,635
511
$1.91M 0.01%
+24,800
512
$1.91M 0.01%
42,798
+146
513
$1.9M 0.01%
30,192
+1,234
514
$1.9M 0.01%
+208,334
515
$1.9M 0.01%
49,216
+2,481
516
$1.89M 0.01%
8,506
-4,889
517
$1.89M 0.01%
10,674
-167
518
$1.88M 0.01%
23,833
+73
519
$1.88M 0.01%
18,983
+1,928
520
$1.88M 0.01%
12,072
+11,606
521
$1.87M 0.01%
+23,525
522
$1.86M 0.01%
86,540
+68,600
523
$1.86M 0.01%
49,464
+49,373
524
$1.85M 0.01%
32,879
+32,778
525
$1.85M 0.01%
26,024
+25,527
19 20
21
22 23