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
701
$712K ﹤0.01%
21,725
-2,800
702
$710K ﹤0.01%
61,242
-8,778
703
$709K ﹤0.01%
50,929
-3,281
704
$709K ﹤0.01%
13,066
-4,147
705
$704K ﹤0.01%
7,357
-188
706
$703K ﹤0.01%
34,715
+33,140
707
$699K ﹤0.01%
43,717
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708
$696K ﹤0.01%
26,500
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709
$693K ﹤0.01%
10,454
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710
$692K ﹤0.01%
8,560
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711
$683K ﹤0.01%
16,173
-99
712
$673K ﹤0.01%
27,038
-195
713
$669K ﹤0.01%
11,720
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714
$668K ﹤0.01%
49,503
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715
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+6,835
716
$655K ﹤0.01%
18,722
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717
$654K ﹤0.01%
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718
$654K ﹤0.01%
11,156
719
$653K ﹤0.01%
30,705
+29,515
720
$652K ﹤0.01%
6,780
-50
721
$647K ﹤0.01%
6,337
-188
722
$647K ﹤0.01%
27,007
723
$645K ﹤0.01%
12,029
+975
724
$645K ﹤0.01%
7,915
725
$644K ﹤0.01%
3,721
+3,686
27 28
29
30 31