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
1101
– –
-83,858
1102
– –
-200
1103
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-180
1104
– –
-2,493
1105
– –
-820
1106
– –
-1,000
1107
– –
-190
1108
– –
-75
1109
– –
-1,420
1110
– –
-447
1111
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-345
1112
– –
-500
1113
– –
-4,750
1114
– –
-250
1115
– –
-5
1116
– –
-20,352
1117
– –
-838
1118
– –
-185
1119
– –
-110
1120
– –
-1,255
1121
– –
-15,000
1122
– –
-315
1123
– –
-700
1124
– –
-79
1125
– –
-2,178
43 44
45
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