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
76
$107M 0.41%
547,453
-467
77
$107M 0.4%
1,891,823
+2,985
78
$105M 0.4%
673,857
-10,255
79
$104M 0.4%
2,150,670
-208,014
80
$102M 0.39%
669,555
-1,947
81
$98.7M 0.37%
1,039,947
-6,526
82
$98.7M 0.37%
601,201
+67,062
83
$96.7M 0.37%
1,792,781
-9,103
84
$95.7M 0.36%
1,510,042
-7,837
85
$93M 0.35%
1,325,051
+52,853
86
$91.3M 0.35%
233,371
-1,672
87
$90.1M 0.34%
824,680
-11,714
88
$89.7M 0.34%
514,684
+2,682
89
$88.8M 0.34%
539,698
-307,057
90
$88.5M 0.34%
2,243,092
-60,282
91
$87.9M 0.33%
819,726
-10,130
92
$86.8M 0.33%
1,099,567
-7,569
93
$84.3M 0.32%
1,163,846
+324,194
94
$84.2M 0.32%
369,342
+108
95
$83.7M 0.32%
1,473,415
-6,137
96
$82.4M 0.31%
1,677,215
-215,114
97
$81.2M 0.31%
1,212,842
-6,846
98
$80.2M 0.3%
919,623
+16,356
99
$80M 0.3%
503,163
-2,565
100
$79.5M 0.3%
488,829
+85,264
2 3
4
5 6