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
1051
– –
-2,683
1052
– –
-3,242
1053
– –
-1,000
1054
– –
-100
1055
– –
-9
1056
– –
-100
1057
– –
-165
1058
– –
-102
1059
– –
-10,284
1060
– –
-226
1061
– –
-10,865
1062
– –
-200
1063
– –
-2,450
1064
– –
-300
1065
– –
-101
1066
– –
-500
1067
– –
-200
1068
– –
-20
1069
– –
-200
1070
– –
-768
1071
– –
-1,000
1072
– –
-1,000
1073
– –
-1,000
1074
– –
-102
1075
– –
-600
41 42
43
44 45