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
176
$28.6M 0.11%
225,784
-6,795
177
$28.4M 0.11%
601,521
-26,771
178
$28.3M 0.11%
689,576
+46,515
179
$27.8M 0.11%
2,543,379
+1,159,542
180
$27.5M 0.1%
443,643
-821
181
$27.5M 0.1%
215,509
+438
182
$27M 0.1%
683,110
+18,491
183
$26.6M 0.1%
744,080
+7,606
184
$26.5M 0.1%
492,960
-3,075
185
$26.1M 0.1%
1,110,316
+43,929
186
$25.7M 0.1%
883,150
-147,086
187
$25.6M 0.1%
126,189
-793,697
188
$25.2M 0.1%
174,303
-2,329
189
$24.4M 0.09%
829,957
-32,427
190
$24.3M 0.09%
776,094
-48,741
191
$24.3M 0.09%
175,836
+142,304
192
$24.2M 0.09%
1,005,132
+3,401
193
$24.1M 0.09%
210,122
-15,507
194
$23.8M 0.09%
349,854
-29,461
195
$23.5M 0.09%
385,849
+30,718
196
$23.5M 0.09%
637,063
+383,766
197
$23.3M 0.09%
504,332
-583,697
198
$23.1M 0.09%
981,075
+741,074
199
$23M 0.09%
994,155
-1,470
200
$22.3M 0.08%
168,983
-758
6 7
8
9 10