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
526
$1.85M 0.01%
22,301
-1,100
527
$1.83M 0.01%
8,012
-196
528
$1.83M 0.01%
18,037
+1,285
529
$1.83M 0.01%
87,840
530
$1.83M 0.01%
77,352
-7,310
531
$1.83M 0.01%
+22,450
532
$1.82M 0.01%
27,518
-558,208
533
$1.82M 0.01%
17,205
-445
534
$1.82M 0.01%
68,006
+67,892
535
$1.81M 0.01%
25,721
-2,029
536
$1.81M 0.01%
35,922
+35,905
537
$1.8M 0.01%
30,501
-657
538
$1.79M 0.01%
+58,048
539
$1.79M 0.01%
20,938
+20,738
540
$1.78M 0.01%
37,708
+33,911
541
$1.77M 0.01%
22,152
-864
542
$1.77M 0.01%
32,532
+1,315
543
$1.77M 0.01%
14,819
+3,034
544
$1.76M 0.01%
52,613
+2,338
545
$1.76M 0.01%
+5,612
546
$1.75M 0.01%
81,432
+7,797
547
$1.75M 0.01%
29,315
+3,454
548
$1.75M 0.01%
32,700
-329,318
549
$1.74M 0.01%
43,958
-1,301
550
$1.73M 0.01%
88,220
-10,000
20 21
22
23 24