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
– –
-1,072
1902
– –
-860
1903
– –
-2,403
1904
– –
-565
1905
– –
-4,160
1906
– –
-221
1907
– –
-562
1908
– –
-1,804
1909
– –
-2,587
1910
– –
-80
1911
– –
-274
1912
– –
-545
1913
– –
-900
1914
– –
-1
1915
– –
-10,000
1916
– –
-440
1917
– –
-60
1918
– –
-2,298
1919
– –
-10,350
1920
– –
-1,000
1921
– –
-202
1922
– –
-886
1923
– –
-2,437
1924
– –
-60
1925
– –
-80
75 76
77
78 79