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
951
$51K ﹤0.01%
2,000
952
$50K ﹤0.01%
4,910
953
$39K ﹤0.01%
503
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954
$34K ﹤0.01%
+25,000
955
$31K ﹤0.01%
+667
956
$26K ﹤0.01%
94,000
-16,667
957
$18K ﹤0.01%
2,500
958
$17K ﹤0.01%
25,000
959
$14K ﹤0.01%
833
960
$5K ﹤0.01%
13,518
961
$5K ﹤0.01%
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974
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975
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37 38
39
40 41