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
551
$1.73M 0.01%
31,437
+10,413
552
$1.73M 0.01%
34,474
+2,180
553
$1.73M 0.01%
23,442
-4,573
554
$1.72M 0.01%
+25,058
555
$1.7M 0.01%
39,003
-1,830
556
$1.67M 0.01%
46,381
-294
557
$1.66M 0.01%
81,349
+3,855
558
$1.66M 0.01%
18,040
-250
559
$1.65M 0.01%
16,040
-4,906
560
$1.64M 0.01%
+62,592
561
$1.64M 0.01%
38,251
+11,895
562
$1.63M 0.01%
22,955
-495
563
$1.62M 0.01%
74,855
+74,541
564
$1.61M 0.01%
14,550
-975
565
$1.6M 0.01%
65,474
-12,395
566
$1.6M 0.01%
60,998
-1,094
567
$1.6M 0.01%
39,207
-5,159
568
$1.6M 0.01%
125,690
-8,835
569
$1.6M 0.01%
28,416
-970
570
$1.6M 0.01%
7,879
+493
571
$1.59M 0.01%
29,532
+196
572
$1.58M 0.01%
18,588
+364
573
$1.58M 0.01%
38,922
-2,012
574
$1.57M 0.01%
+69,000
575
$1.57M 0.01%
53,947
+307
21 22
23
24 25