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
1951
– –
-666
1952
– –
-14
1953
– –
-200
1954
– –
-2,000
1955
– –
-51
1956
– –
-115
1957
– –
-1,000
1958
– –
-16
1959
– –
-400
1960
– –
-19,647
1961
– –
-35
1962
– –
-4,987
1963
– –
-254
1964
– –
-895
1965
– –
-2,383
1966
– –
-8
1967
– –
-125
1968
– –
-4,140
1969
– –
-15,118
1970
– –
-40
1971
– –
-221
1972
– –
-25
1973
– –
-9
1974
– –
-18
1975
– –
-150
77 78
79
80 81