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
1876
– –
-875
1877
– –
-304
1878
– –
-11
1879
– –
-1,666
1880
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-1,500
1881
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-48
1882
– –
-472
1883
– –
-350
1884
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-500
1885
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-234
1886
– –
-750
1887
– –
-2,172
1888
– –
-1,281
1889
– –
-653
1890
– –
-100
1891
– –
-1,276
1892
– –
-50
1893
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-50
1894
– –
-75
1895
– –
-6,186
1896
– –
-460
1897
– –
-1,189
1898
– –
-950
1899
– –
-193
1900
– –
-60
74 75
76
77 78