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
126
$56.1M 0.21%
329,684
+14,684
127
$55.5M 0.21%
675,905
+631,888
128
$55.1M 0.21%
602,035
+194,562
129
$54.9M 0.21%
339,349
-1,005
130
$53.9M 0.2%
761,029
+399,388
131
$52.6M 0.2%
169,385
-730
132
$52.5M 0.2%
179,435
-5,641
133
$51.8M 0.2%
3,261,352
-75,610
134
$51.2M 0.19%
2,322,893
-402,231
135
$51.2M 0.19%
7,283,840
+4,948,240
136
$50.9M 0.19%
923,896
-16,552
137
$49.8M 0.19%
943,919
+900,660
138
$49.4M 0.19%
1,182,016
-9,240
139
$49.4M 0.19%
2,309,053
+614,820
140
$48.7M 0.18%
1,433,081
+99,150
141
$48.7M 0.18%
360,080
+49,099
142
$47M 0.18%
534,757
+118,972
143
$45.9M 0.17%
352,588
+120,993
144
$43.4M 0.16%
1,826,745
-246,593
145
$43.2M 0.16%
288,706
-7,680
146
$42.8M 0.16%
1,109,001
-655,695
147
$42.6M 0.16%
226,081
-286,576
148
$41.5M 0.16%
248,113
-6,432
149
$41.2M 0.16%
1,022,905
+30,280
150
$39.7M 0.15%
392,451
+403
4 5
6
7 8