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
1701
– –
0
1702
– –
-132
1703
– –
-1,586
1704
– –
-5
1705
– –
-10,442
1706
– –
-11,912
1707
– –
-55
1708
– –
-1,937
1709
– –
-7,680
1710
– –
-600
1711
– –
-330
1712
– –
-589
1713
– –
-1,152
1714
– –
-86
1715
– –
-187
1716
– –
-35
1717
– –
-14,387
1718
– –
-200
1719
– –
-566
1720
– –
-2,074
1721
– –
-518
1722
– –
-185
1723
– –
-337
1724
– –
-225
1725
– –
-205
67 68
69
70 71