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
576
$1.57M 0.01%
21,860
+55
577
$1.56M 0.01%
82,553
+2,515
578
$1.54M 0.01%
79,636
-25,000
579
$1.53M 0.01%
80,000
580
$1.53M 0.01%
112,645
+5,984
581
$1.52M 0.01%
28,165
-375
582
$1.51M 0.01%
76,990
+220
583
$1.51M 0.01%
51,434
+2,587
584
$1.51M 0.01%
105,201
-2,815
585
$1.5M 0.01%
39,829
-40,728
586
$1.5M 0.01%
9,295
+145
587
$1.5M 0.01%
74,904
+3,795
588
$1.5M 0.01%
21,301
+1,496
589
$1.5M 0.01%
33,915
-141
590
$1.49M 0.01%
21,820
-550
591
$1.48M 0.01%
7,653
+7,199
592
$1.47M 0.01%
37,231
+7,412
593
$1.46M 0.01%
78,302
-1,278
594
$1.46M 0.01%
33,715
+11,667
595
$1.46M 0.01%
26,688
-346
596
$1.45M 0.01%
35,754
-3,138
597
$1.45M 0.01%
23,622
-1,292
598
$1.41M 0.01%
73,279
+6,982
599
$1.41M 0.01%
19,457
+12
600
$1.4M 0.01%
8,263
-40
22 23
24
25 26