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
1976
– –
-1,400
1977
– –
-493
1978
– –
-4,828
1979
– –
-50
1980
– –
-120
1981
– –
-130
1982
– –
-2,683
1983
– –
-3,242
1984
– –
-1,000
1985
– –
-100
1986
– –
-9
1987
– –
-100
1988
– –
-165
1989
– –
-10,284
1990
– –
-226
1991
– –
-10,865
1992
– –
-2,450
1993
– –
-300
1994
– –
-101
1995
– –
-200
1996
– –
-20
1997
– –
-1,255
1998
– –
-15,000
1999
– –
-315
2000
– –
-621,837
78 79
80
81 82