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
– –
-14
1702
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-200
1703
– –
-2,000
1704
– –
-51
1705
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-115
1706
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1707
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-16
1708
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-400
1709
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-19,647
1710
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-35
1711
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-4,987
1712
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-254
1713
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-895
1714
– –
-2,383
1715
– –
-8
1716
– –
-125
1717
– –
-4,140
1718
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-15,118
1719
– –
-40
1720
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-221
1721
– –
-25
1722
– –
-9
1723
– –
-18
1724
– –
-150
1725
– –
-80
67 68
69
70 71