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
926
$200K ﹤0.01%
8,496
+7,986
927
$194K ﹤0.01%
11,518
-501
928
$186K ﹤0.01%
10,395
-3,275
929
$185K ﹤0.01%
12,000
930
$179K ﹤0.01%
28,900
-12,000
931
$174K ﹤0.01%
29
932
$172K ﹤0.01%
15,494
933
$168K ﹤0.01%
30,000
934
$166K ﹤0.01%
36,400
935
$161K ﹤0.01%
16,940
+2,777
936
$136K ﹤0.01%
11,000
+4,000
937
$132K ﹤0.01%
+3,500
938
$131K ﹤0.01%
914
939
$123K ﹤0.01%
3,009
+1,020
940
$109K ﹤0.01%
332
941
$74K ﹤0.01%
15,335
+1,852
942
$66K ﹤0.01%
10,000
943
$66K ﹤0.01%
1,432
944
– –
0
945
$58K ﹤0.01%
15,589
946
$58K ﹤0.01%
12,000
+6,000
947
$57K ﹤0.01%
1,000
948
$56K ﹤0.01%
10,000
949
$56K ﹤0.01%
10,440
+500
950
$53K ﹤0.01%
214
+57
36 37
38
39 40