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
– –
-183
1877
– –
-1,819
1878
– –
-150
1879
– –
-4,559
1880
– –
-3,281
1881
– –
-1,051
1882
– –
-400
1883
– –
-861
1884
– –
-267
1885
– –
-10
1886
– –
-1,150
1887
– –
-58
1888
– –
-3,307
1889
– –
-90
1890
– –
-1,100
1891
– –
-1,118
1892
– –
-125
1893
– –
-300
1894
– –
-11,599
1895
– –
-3,800
1896
– –
-780
1897
– –
-250
1898
– –
-208
1899
– –
-3,700
1900
– –
-100
74 75
76
77 78