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
2001
– –
-510
2002
– –
-811
2003
– –
-635
2004
– –
-3,000
2005
– –
-1,000
2006
– –
-3,000
2007
– –
-790
2008
– –
-2,911
2009
– –
-148
2010
– –
-308
2011
– –
-200
2012
– –
-100
2013
– –
-100
2014
– –
-201,462
2015
– –
-505
2016
– –
-801
2017
– –
-347
2018
– –
-100
2019
– –
-400
2020
– –
-300
2021
– –
-26
2022
– –
-385
2023
– –
-205
2024
– –
-704
2025
– –
-600
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