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
1801
– –
-1,186
1802
– –
-283
1803
– –
-143
1804
– –
-960
1805
– –
-567
1806
– –
-5
1807
– –
-200
1808
– –
-1,050
1809
– –
-500
1810
– –
-2,500
1811
– –
-204
1812
– –
-1,286
1813
– –
-6,000
1814
– –
-144
1815
– –
-137
1816
– –
-7,335
1817
– –
-213
1818
– –
-20,000
1819
– –
-136,171
1820
– –
-545
1821
– –
-27,477
1822
– –
-353
1823
– –
-260
1824
– –
-5,160
1825
– –
-200
71 72
73
74 75