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
1901
– –
-375
1902
– –
-59,613
1903
– –
-768
1904
– –
-1,133
1905
– –
-700
1906
– –
-79
1907
– –
-990
1908
– –
-320
1909
– –
-1,586
1910
– –
-5
1911
– –
-10,442
1912
– –
-11,912
1913
– –
-55
1914
– –
-1,937
1915
– –
-7,680
1916
– –
-600
1917
– –
-330
1918
– –
-187
1919
– –
-35
1920
– –
-14,387
1921
– –
-114
1922
– –
-100
1923
– –
-1,000
1924
– –
-407
1925
– –
-3,333
75 76
77
78 79