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
876
$281K ﹤0.01%
3,409
-1,050
877
$280K ﹤0.01%
1,406
-600
878
$280K ﹤0.01%
23,898
-630
879
$279K ﹤0.01%
1,410
880
$277K ﹤0.01%
455
-5
881
$274K ﹤0.01%
5,038
882
$272K ﹤0.01%
2,875
+125
883
$271K ﹤0.01%
8,395
-12,094
884
$269K ﹤0.01%
1,205
885
$264K ﹤0.01%
7,116
+5,775
886
$264K ﹤0.01%
25,720
+11,304
887
$259K ﹤0.01%
+17,506
888
$259K ﹤0.01%
4,700
889
$254K ﹤0.01%
1,885
890
$254K ﹤0.01%
3,973
891
$245K ﹤0.01%
2,061
+746
892
$243K ﹤0.01%
7,500
893
$243K ﹤0.01%
3,742
+125
894
$242K ﹤0.01%
2,800
895
$242K ﹤0.01%
15,200
896
$239K ﹤0.01%
6,212
+1,286
897
$239K ﹤0.01%
3,715
+2,415
898
$238K ﹤0.01%
5,000
-124
899
$235K ﹤0.01%
17,800
-500
900
$235K ﹤0.01%
18,434
34 35
36
37 38