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
151
$39.3M 0.15%
244,571
-4,897
152
$39.2M 0.15%
232,421
+748
153
$38.8M 0.15%
357,824
-102
154
$38.3M 0.15%
245,546
+2,990
155
$37.8M 0.14%
376,715
+22,121
156
$37.6M 0.14%
2,594,988
-36,192
157
$37M 0.14%
1,005,845
+321,528
158
$35.5M 0.13%
769,206
+71,939
159
$35.4M 0.13%
188,375
-152,048
160
$34.4M 0.13%
1,423,344
+11,850
161
$34.4M 0.13%
309,504
-1,900
162
$33.5M 0.13%
402,199
-28,638
163
$32M 0.12%
301,371
+840
164
$31.3M 0.12%
885,310
+574,092
165
$31.2M 0.12%
132,748
-757
166
$31.1M 0.12%
308,188
-5,032
167
$31M 0.12%
39,965
-232
168
$30.9M 0.12%
187,316
+11,990
169
$30.7M 0.12%
540,387
-5,577
170
$30.7M 0.12%
222,693
-950
171
$30.6M 0.12%
171,601
-167,167
172
$30.5M 0.12%
308,059
+1,132
173
$30.5M 0.12%
70,361
+1,472
174
$29.7M 0.11%
784,251
+656,200
175
$29.1M 0.11%
205,910
-8,699
5 6
7
8 9