CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$330M
2
+$149M
3
+$113M
4
ROP icon
Roper Technologies
ROP
+$72.9M
5
IAC icon
IAC Inc
IAC
+$60.7M

Top Sells

1
+$399M
2
+$155M
3
+$134M
4
ANET icon
Arista Networks
ANET
+$104M
5
ET icon
Energy Transfer Partners
ET
+$65.9M

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
1001
– –
-1,332
1002
– –
-36
1003
– –
-300
1004
– –
-1,365
1005
– –
-2,250
1006
– –
-100
1007
– –
-699
1008
– –
-2,000
1009
– –
-100
1010
– –
-1,600
1011
– –
-10,085
1012
– –
-3
1013
– –
-900
1014
– –
-412
1015
– –
-330
1016
– –
-11,100
1017
– –
-2,201
1018
– –
-60
1019
– –
-200
1020
– –
-2,000
1021
– –
-350
1022
– –
-2,000
1023
– –
-970
1024
– –
-304
1025
– –
-1,000
39 40
41
42 43