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
– –
-80
1977
– –
-37
1978
– –
-310
1979
– –
-23
1980
– –
-85
1981
– –
-80
1982
– –
-350
1983
– –
-1,680
1984
– –
-19,861
1985
– –
-2,000
1986
– –
-1,000
1987
– –
-266
1988
– –
-100
1989
– –
-2,709
1990
– –
-285
1991
– –
-530
1992
– –
-1,000
1993
– –
-1,604
1994
– –
-74
1995
– –
-785
1996
– –
-519
1997
– –
-500
1998
– –
-847
1999
– –
-855
2000
– –
-1,400
78 79
80
81 82