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
1151
– –
-2,027
1152
– –
-1,800
1153
– –
-720
1154
– –
-980
1155
– –
-364
1156
– –
-1,899
1157
– –
-68
1158
– –
-16
1159
– –
-700
1160
– –
-58
1161
– –
-199
1162
– –
-410
1163
– –
-990
1164
– –
-5,753
1165
– –
-5,662
1166
– –
-1,083
1167
– –
-51,822
1168
– –
-437
1169
– –
-624
1170
– –
-400
1171
– –
-90
1172
– –
-450
1173
– –
-33,242
1174
– –
-100
1175
– –
-800
45 46
47
48 49