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
676
$895K ﹤0.01%
11,695
-675
677
$887K ﹤0.01%
46,970
678
$887K ﹤0.01%
11,740
-365
679
$884K ﹤0.01%
60,717
-2,088
680
$883K ﹤0.01%
5,123
+1,552
681
$881K ﹤0.01%
4,796
682
$879K ﹤0.01%
22,563
683
$873K ﹤0.01%
18,135
-80
684
$865K ﹤0.01%
13,500
-135
685
$864K ﹤0.01%
28,177
+6,325
686
$860K ﹤0.01%
1,869,739
+5,000
687
$856K ﹤0.01%
28,579
+2,976
688
$856K ﹤0.01%
31,509
-6,791
689
$851K ﹤0.01%
18,890
-375
690
$847K ﹤0.01%
26,262
691
$807K ﹤0.01%
15,569
-7,481
692
$803K ﹤0.01%
13,985
-200
693
$796K ﹤0.01%
22,090
+334
694
$771K ﹤0.01%
9,656
+5
695
$768K ﹤0.01%
11,219
+430
696
$765K ﹤0.01%
26,447
-4,110
697
$741K ﹤0.01%
2,484
+2,376
698
$738K ﹤0.01%
16,851
-912
699
$725K ﹤0.01%
14,641
+3,259
700
$724K ﹤0.01%
31,623
-953
26 27
28
29 30