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
201
$22M 0.08%
269,201
-571
202
$21.7M 0.08%
350,074
-12,943
203
$21.7M 0.08%
155,797
-1,799
204
$21.1M 0.08%
198,572
-44,708
205
$21M 0.08%
142,498
+403
206
$20.9M 0.08%
497,570
+497,470
207
$20.8M 0.08%
111,677
+567
208
$20.8M 0.08%
123,534
+3,039
209
$20.4M 0.08%
76,592
+32,425
210
$20.4M 0.08%
115,687
+3,963
211
$20.3M 0.08%
189,072
+3,351
212
$20.1M 0.08%
265,995
-851
213
$19.5M 0.07%
246,485
+1,098
214
$19.5M 0.07%
176,819
+783
215
$19.2M 0.07%
56,658
+104
216
$18.7M 0.07%
299,431
+299,281
217
$18.7M 0.07%
868,598
-19,031
218
$18.6M 0.07%
222,284
+3,399
219
$18.6M 0.07%
253,042
-4,665
220
$18.5M 0.07%
163,529
+2,776
221
$18.4M 0.07%
91,596
-456
222
$18.2M 0.07%
+1,000,000
223
$18.1M 0.07%
236,934
-2,777
224
$18.1M 0.07%
768,356
+1,344
225
$17.9M 0.07%
245,814
-10,579
7 8
9
10 11