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
1476
– –
-722
1477
– –
-1,314
1478
– –
-159
1479
– –
-2,700
1480
– –
-450
1481
– –
-235
1482
– –
-1,000
1483
– –
-250
1484
– –
-12
1485
– –
-1,281
1486
– –
-200
1487
– –
-200
1488
– –
-225
1489
– –
-283
1490
– –
-10
1491
– –
-975
1492
– –
-100
1493
– –
-935
1494
– –
-71,341
1495
– –
-1,181
1496
– –
-91
1497
– –
-442
1498
– –
-270
1499
– –
-3,346
1500
– –
-248
58 59
60
61 62