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
651
$1.04M ﹤0.01%
23,345
-1,506
652
$1.04M ﹤0.01%
19,538
+10,760
653
$1.04M ﹤0.01%
95,895
+1,895
654
$1.04M ﹤0.01%
5,257
-110
655
$1.03M ﹤0.01%
23,602
-43
656
$1.03M ﹤0.01%
18,595
-379
657
$1.02M ﹤0.01%
36,638
+14,933
658
$1.01M ﹤0.01%
42,623
+3,557
659
$1.01M ﹤0.01%
14,123
+359
660
$996K ﹤0.01%
12,758
-137
661
$992K ﹤0.01%
11,758
+1,561
662
$992K ﹤0.01%
30,000
+10,000
663
$981K ﹤0.01%
10,829
-479
664
$973K ﹤0.01%
22,295
+335
665
$961K ﹤0.01%
12,500
+11,371
666
$960K ﹤0.01%
10,918
-2,260
667
$960K ﹤0.01%
3
-1
668
$958K ﹤0.01%
18,567
-7,390
669
$958K ﹤0.01%
23,070
+22,839
670
$949K ﹤0.01%
8,885
+475
671
$947K ﹤0.01%
9,992
672
$946K ﹤0.01%
23,320
+320
673
$936K ﹤0.01%
37,131
-195
674
$936K ﹤0.01%
23,129
-11,471
675
$897K ﹤0.01%
4,161
-1,265
25 26
27
28 29