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
626
$1.25M ﹤0.01%
74,684
-730
627
$1.24M ﹤0.01%
26,964
+3,610
628
$1.23M ﹤0.01%
28,213
629
$1.22M ﹤0.01%
85,947
+3,793
630
$1.2M ﹤0.01%
10,609
631
$1.17M ﹤0.01%
9,032
632
$1.17M ﹤0.01%
69,774
+5,108
633
$1.16M ﹤0.01%
62,226
-212,379
634
$1.15M ﹤0.01%
4,355
+339
635
$1.15M ﹤0.01%
8,160
-384
636
$1.14M ﹤0.01%
36,686
-497
637
$1.14M ﹤0.01%
64,554
+26,346
638
$1.14M ﹤0.01%
21,030
+7,613
639
$1.14M ﹤0.01%
+29,516
640
$1.14M ﹤0.01%
19,343
-188
641
$1.13M ﹤0.01%
9,983
-290
642
$1.13M ﹤0.01%
18,558
-354
643
$1.13M ﹤0.01%
20,310
+784
644
$1.12M ﹤0.01%
22,185
+770
645
$1.11M ﹤0.01%
16,888
-1,226
646
$1.09M ﹤0.01%
7,798
+3,669
647
$1.08M ﹤0.01%
9,933
+55
648
$1.08M ﹤0.01%
19,072
-190
649
$1.08M ﹤0.01%
42,633
-69,859
650
$1.05M ﹤0.01%
18,215
-554
24 25
26
27 28