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
901
$234K ﹤0.01%
25,000
902
$232K ﹤0.01%
1,534
+150
903
$232K ﹤0.01%
3,516
904
$230K ﹤0.01%
12,806
905
$227K ﹤0.01%
17,700
906
$226K ﹤0.01%
3,025
907
$226K ﹤0.01%
3,975
908
$224K ﹤0.01%
19,390
-879,737
909
$220K ﹤0.01%
3,520
-455
910
$219K ﹤0.01%
3,080
911
$213K ﹤0.01%
2,000
912
$212K ﹤0.01%
6,019
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913
$212K ﹤0.01%
5,733
914
$211K ﹤0.01%
+16,200
915
$211K ﹤0.01%
12,000
-330
916
$210K ﹤0.01%
9,906
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917
$207K ﹤0.01%
30,000
+28,515
918
$206K ﹤0.01%
5,815
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919
$205K ﹤0.01%
2,452
920
$204K ﹤0.01%
632
-45
921
$203K ﹤0.01%
8,240
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922
$202K ﹤0.01%
15,000
923
$202K ﹤0.01%
4,200
+1,400
924
$201K ﹤0.01%
6,327
-3,148
925
$201K ﹤0.01%
2,290
35 36
37
38 39