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
751
$565K ﹤0.01%
18,154
-2,733
752
$559K ﹤0.01%
7,686
753
$557K ﹤0.01%
516
-34
754
$554K ﹤0.01%
4,935
755
$551K ﹤0.01%
11,882
+729
756
$549K ﹤0.01%
30,232
+4,466
757
$547K ﹤0.01%
22,670
758
$545K ﹤0.01%
14,460
-5,689
759
$542K ﹤0.01%
13,316
-1,255
760
$536K ﹤0.01%
8,079
-32,776
761
$535K ﹤0.01%
46,997
+2,161
762
$534K ﹤0.01%
29,840
+3,200
763
$533K ﹤0.01%
20,056
-918
764
$528K ﹤0.01%
27,730
-2,357
765
$527K ﹤0.01%
9,173
-41
766
$526K ﹤0.01%
+131,219
767
$524K ﹤0.01%
21,089
-27,097
768
$523K ﹤0.01%
50,000
769
$523K ﹤0.01%
8,950
-280
770
$516K ﹤0.01%
19,505
-430
771
$516K ﹤0.01%
5,828
-40
772
$515K ﹤0.01%
22,868
+22,319
773
$514K ﹤0.01%
2,966
-1,714
774
$512K ﹤0.01%
19,908
-15,561
775
$511K ﹤0.01%
12,464
-4,519
29 30
31
32 33