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
51
$145M 0.55%
2,747,880
-39,518
52
$145M 0.55%
2,492,448
-494,895
53
$144M 0.55%
894,696
+396
54
$139M 0.53%
3,210,027
-581,162
55
$135M 0.51%
705,507
-1,194
56
$132M 0.5%
281,063
-28,027
57
$132M 0.5%
3,143,920
+3,064
58
$129M 0.49%
759,188
-11,843
59
$128M 0.48%
502,193
-2,722
60
$127M 0.48%
611,934
+42
61
$127M 0.48%
715,490
-12,751
62
$126M 0.48%
792,691
-6,002
63
$125M 0.47%
1,843,784
-27,634
64
$125M 0.47%
957,714
+13,117
65
$125M 0.47%
655,106
+3,590
66
$124M 0.47%
1,227,770
-12,900
67
$124M 0.47%
3,462,097
+557,354
68
$122M 0.46%
4,812,140
-2,580
69
$121M 0.46%
484,064
-34,037
70
$114M 0.43%
2,142,227
-3,524
71
$113M 0.43%
382,240
+247,083
72
$111M 0.42%
940,678
-4,762
73
$110M 0.42%
1,252,728
-3,129
74
$110M 0.42%
6,194,422
+66,580
75
$108M 0.41%
441,020
-2,250
1 2
3
4 5