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
101
$79.3M 0.3%
1,170,393
+4,848
102
$77.6M 0.29%
172,433
-4,485
103
$76.3M 0.29%
1,969,270
+1,869,000
104
$73.3M 0.28%
1,926,064
-28,942
105
$73.2M 0.28%
1,052,860
+707,995
106
$70.7M 0.27%
700,059
+11,800
107
$69.3M 0.26%
1,711,706
+898,512
108
$69M 0.26%
237,223
+4,708
109
$68.4M 0.26%
1,204,222
+145,917
110
$66.7M 0.25%
2,718,574
+1,289,628
111
$65.5M 0.25%
418,033
-3,040
112
$64.8M 0.25%
3,828,826
+223,850
113
$63.6M 0.24%
238,273
+22,785
114
$62.6M 0.24%
736,708
-75,820
115
$61.6M 0.23%
2,241,922
+117,923
116
$61.4M 0.23%
377,090
-623
117
$59.7M 0.23%
278,844
-7,038
118
$59.5M 0.23%
2,076,600
+430,094
119
$59.5M 0.23%
508,847
-1,266
120
$57.8M 0.22%
1,061,254
+390,489
121
$57.5M 0.22%
607,457
-31,088
122
$57.4M 0.22%
809,913
-16,500
123
$57.2M 0.22%
741,985
-72,684
124
$57.1M 0.22%
674,279
-12,237
125
$56.8M 0.22%
274,150
-9,792
3 4
5
6 7