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
1526
-200
1527
-1,424
1528
-105
1529
-276
1530
-332
1531
-18
1532
-1,260
1533
-575
1534
-2,328
1535
-1,480
1536
-262
1537
-146
1538
-40
1539
-1
1540
-2,403
1541
-565
1542
-4,160
1543
-221
1544
-21
1545
-2,730
1546
-1,000
1547
-180
1548
-100
1549
-600
1550
-14,387