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
851
$319K ﹤0.01%
5,707
-1,367
852
$318K ﹤0.01%
2,589
+1,112
853
$318K ﹤0.01%
3,318
+448
854
$315K ﹤0.01%
59,900
-6,080
855
$313K ﹤0.01%
3,053
-301
856
$312K ﹤0.01%
2,335
857
$308K ﹤0.01%
12,152
858
$306K ﹤0.01%
22,213
859
$306K ﹤0.01%
13,675
+375
860
$305K ﹤0.01%
29,000
861
$304K ﹤0.01%
4,809
862
$301K ﹤0.01%
4,254
863
$300K ﹤0.01%
+10,000
864
$298K ﹤0.01%
23,680
865
$294K ﹤0.01%
13,608
-9,633
866
$294K ﹤0.01%
8,850
867
$291K ﹤0.01%
7,886
+34
868
$289K ﹤0.01%
16,776
-9,390
869
$289K ﹤0.01%
13,305
+698
870
$288K ﹤0.01%
1,725
+187
871
$287K ﹤0.01%
16,087
+72
872
$286K ﹤0.01%
6,750
-575
873
$286K ﹤0.01%
4,014
+484
874
$285K ﹤0.01%
55,000
875
$282K ﹤0.01%
4,755
+2,032
33 34
35
36 37