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
1826
– –
-235
1827
– –
-1,260
1828
– –
-666
1829
– –
-766
1830
– –
-2,740
1831
– –
-10
1832
– –
-1,280
1833
– –
-309
1834
– –
0
1835
– –
-525
1836
– –
-4,680
1837
– –
-236
1838
– –
-3,026
1839
– –
-200,282
1840
– –
-2,100
1841
– –
-14
1842
– –
-180
1843
– –
-30
1844
– –
-351
1845
– –
-2,553
1846
– –
-993
1847
– –
-323
1848
– –
-429
1849
– –
-1,000
1850
– –
-246
72 73
74
75 76