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
1751
– –
-81
1752
– –
-3,152
1753
– –
-82
1754
– –
-100
1755
– –
-266
1756
– –
-100
1757
– –
-2,709
1758
– –
-285
1759
– –
-530
1760
– –
-1,000
1761
– –
-1,604
1762
– –
-74
1763
– –
-785
1764
– –
-519
1765
– –
-500
1766
– –
-847
1767
– –
-855
1768
– –
-1,400
1769
– –
-510
1770
– –
-811
1771
– –
-635
1772
– –
-3,000
1773
– –
-1,000
1774
– –
-3,000
1775
– –
-790
69 70
71
72 73