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
726
$644K ﹤0.01%
20,547
-938
727
$641K ﹤0.01%
12,542
+490
728
$638K ﹤0.01%
58,032
-1,527
729
$634K ﹤0.01%
11,855
-560
730
$630K ﹤0.01%
88,498
731
$628K ﹤0.01%
24,433
-1,000
732
$627K ﹤0.01%
9,521
+82
733
$619K ﹤0.01%
21,151
-935
734
$616K ﹤0.01%
16,272
+516
735
$616K ﹤0.01%
26,670
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736
$615K ﹤0.01%
3,283
+2,445
737
$607K ﹤0.01%
21,562
-261
738
$607K ﹤0.01%
11,954
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739
$603K ﹤0.01%
4,405
-10,081
740
$600K ﹤0.01%
27,100
-1,000
741
$600K ﹤0.01%
15,330
742
$592K ﹤0.01%
17,455
-205
743
$592K ﹤0.01%
8,535
-233
744
$590K ﹤0.01%
9,473
+8,465
745
$589K ﹤0.01%
15,548
+1,937
746
$588K ﹤0.01%
4,985
-700
747
$587K ﹤0.01%
45,612
-240
748
$579K ﹤0.01%
16,800
-223
749
$570K ﹤0.01%
12,395
+11,895
750
$567K ﹤0.01%
10,982
-863
28 29
30
31 32