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
1926
– –
-16,086
1927
– –
-1,000
1928
– –
-4,300
1929
– –
-10
1930
– –
-8,094
1931
– –
-1,000
1932
– –
-27,477
1933
– –
-353
1934
– –
-1,438
1935
– –
-591
1936
– –
-8,773
1937
– –
-539
1938
– –
-42,535
1939
– –
-45,483
1940
– –
-160
1941
– –
-3,305
1942
– –
-302
1943
– –
-349
1944
– –
-260
1945
– –
-5,160
1946
– –
-200
1947
– –
-235
1948
– –
-1,260
1949
– –
-1,486
1950
– –
-22
76 77
78
79 80