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
601
$1.4M 0.01%
6,077
+22
602
$1.39M 0.01%
97,320
603
$1.38M 0.01%
58,260
+24,000
604
$1.38M 0.01%
+40,783
605
$1.38M 0.01%
1,353,238
-335
606
$1.38M 0.01%
10,591
+461
607
$1.37M 0.01%
74,793
-15,519
608
$1.36M 0.01%
19,189
-3,582
609
$1.36M 0.01%
60,707
+14,435
610
$1.36M 0.01%
38,569
-3,440
611
$1.35M 0.01%
80,084
+12,332
612
$1.34M 0.01%
28,881
+7,507
613
$1.34M 0.01%
11,305
-84
614
$1.34M 0.01%
22,482
+627
615
$1.34M 0.01%
15,500
+9,575
616
$1.33M 0.01%
28,255
-124,883
617
$1.33M 0.01%
13,408
-682
618
$1.32M 0.01%
62
-2
619
$1.32M 0.01%
85,705
-60
620
$1.31M 0.01%
28,029
-152
621
$1.29M ﹤0.01%
32,571
-706
622
$1.29M ﹤0.01%
34,893
-25,396
623
$1.27M ﹤0.01%
13,615
-30
624
$1.26M ﹤0.01%
101,600
-1,300
625
$1.26M ﹤0.01%
18,553
-4,989
23 24
25
26 27