CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$330M
2 +$149M
3 +$113M
4
ROP icon
Roper Technologies
ROP
+$72.9M
5
IAC icon
IAC Inc
IAC
+$60.7M

Top Sells

1 +$399M
2 +$155M
3 +$134M
4
ANET icon
Arista Networks
ANET
+$104M
5
ET icon
Energy Transfer Partners
ET
+$65.9M

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
1351
-1,900
1352
0
1353
-14,140
1354
-251
1355
-35
1356
-276
1357
-266
1358
-150
1359
-274
1360
-831
1361
-27
1362
-1,000
1363
-2,000
1364
-48
1365
-70
1366
-8,000
1367
-646
1368
-117
1369
-731
1370
-175
1371
-113
1372
-500
1373
-160
1374
-7
1375
-1,406