CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$951M 3.61%
9,498,480
-85,780
2
$789M 2.99%
13,983,524
-299,512
3
$744M 2.82%
6,508,275
-37,987
4
$540M 2.05%
18,812,080
+1,193,818
5
$482M 1.83%
4,272,897
-31,323
6
$440M 1.67%
7,375,640
-71,940
7
$425M 1.61%
19,106,022
+582,551
8
$393M 1.49%
2,618,946
+7,514
9
$346M 1.31%
1,556,182
-10,304
10
$331M 1.26%
2,279,970
+3,754
11
$320M 1.21%
11,764,485
+11,359,804
12
$313M 1.19%
1,953,010
+1,011,721
13
$286M 1.08%
1,378,466
-193,622
14
$284M 1.08%
1,066,158
+36,757
15
$275M 1.04%
1,992,235
-15,791
16
$273M 1.03%
13,096,239
+378,270
17
$254M 0.96%
4,202,860
+672,680
18
$249M 0.94%
5,120,727
-1,670
19
$245M 0.93%
2,486,781
+372,508
20
$243M 0.92%
901,836
-7,123
21
$241M 0.91%
1,508,109
+11,865
22
$238M 0.9%
2,475,067
-6,431
23
$227M 0.86%
2,585,270
+18,126
24
$225M 0.85%
922,062
+3,031
25
$214M 0.81%
1,315,028
+99,357
1
2 3 4 5