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
826
$390K ﹤0.01%
+20,000
827
$388K ﹤0.01%
28,751
-2,300
828
$385K ﹤0.01%
1,502
-935
829
$381K ﹤0.01%
+13,890
830
$375K ﹤0.01%
22,136
831
$371K ﹤0.01%
11,093
-568
832
$370K ﹤0.01%
4,720
-10,416
833
$368K ﹤0.01%
12,381
+348
834
$367K ﹤0.01%
17,054
-713
835
$364K ﹤0.01%
8,043
-600
836
$363K ﹤0.01%
12,575
-182
837
$361K ﹤0.01%
5,052
838
$355K ﹤0.01%
23,000
-200
839
$354K ﹤0.01%
28,867
-879
840
$349K ﹤0.01%
4,357
-5,160
841
$349K ﹤0.01%
10,043
842
$343K ﹤0.01%
18,545
-3,760
843
$341K ﹤0.01%
10,520
+1
844
$341K ﹤0.01%
11,119
845
$340K ﹤0.01%
36,792
-12,920
846
$331K ﹤0.01%
11,500
-244
847
$330K ﹤0.01%
15,634
+3,040
848
$328K ﹤0.01%
5,373
-30
849
$324K ﹤0.01%
3,874
850
$323K ﹤0.01%
7,800
+5
32 33
34
35 36