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
801
$451K ﹤0.01%
6,425
+6,025
802
$448K ﹤0.01%
4,154
803
$444K ﹤0.01%
5,254
-46
804
$444K ﹤0.01%
13,662
+1
805
$443K ﹤0.01%
39,600
+8,900
806
$442K ﹤0.01%
3,102
+352
807
$441K ﹤0.01%
38,417
808
$439K ﹤0.01%
42,147
809
$433K ﹤0.01%
7,450
810
$431K ﹤0.01%
887
+668
811
$430K ﹤0.01%
18,400
812
$428K ﹤0.01%
10,740
813
$427K ﹤0.01%
47,500
+44,514
814
$423K ﹤0.01%
15,920
+2,946
815
$420K ﹤0.01%
125,000
816
$419K ﹤0.01%
12,138
+37
817
$419K ﹤0.01%
8,206
-514
818
$417K ﹤0.01%
38,500
819
$416K ﹤0.01%
6,096
820
$411K ﹤0.01%
1,261
821
$411K ﹤0.01%
9,510
822
$411K ﹤0.01%
14,212
-389
823
$409K ﹤0.01%
2,767
+295
824
$408K ﹤0.01%
2,715
+31
825
$400K ﹤0.01%
3,698
31 32
33
34 35