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
776
$507K ﹤0.01%
12,641
+9
777
$502K ﹤0.01%
6,150
-250
778
$501K ﹤0.01%
10,846
779
$499K ﹤0.01%
41,316
+175
780
$498K ﹤0.01%
20,650
-550
781
$498K ﹤0.01%
8,115
782
$497K ﹤0.01%
+8,429
783
$493K ﹤0.01%
5,311
+5,179
784
$486K ﹤0.01%
11,275
+195
785
$485K ﹤0.01%
2,157
-81
786
$483K ﹤0.01%
25,818
+588
787
$482K ﹤0.01%
10,046
-6,450
788
$481K ﹤0.01%
15,607
+13,980
789
$479K ﹤0.01%
12,738
-249
790
$478K ﹤0.01%
10,115
791
$472K ﹤0.01%
4,072
+27
792
$472K ﹤0.01%
11,049
-2,191
793
$471K ﹤0.01%
55,602
+30,334
794
$471K ﹤0.01%
21,376
-4,156
795
$462K ﹤0.01%
15,080
-285
796
$461K ﹤0.01%
7,300
-3,511
797
$460K ﹤0.01%
50,550
-78,500
798
$457K ﹤0.01%
4,847
+2,367
799
$455K ﹤0.01%
5,430
-291
800
$455K ﹤0.01%
14,571
-240,157
30 31
32
33 34