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
1201
– –
-1,270
1202
– –
-7,000
1203
– –
-1,221
1204
– –
-1,750
1205
– –
-529
1206
– –
-48
1207
– –
-260
1208
– –
-400
1209
– –
-124
1210
– –
-4,000
1211
– –
-1
1212
– –
-1,400
1213
– –
-493
1214
– –
-4,828
1215
– –
-50
1216
– –
-120
1217
– –
-130
1218
– –
-200
1219
– –
-1,666
1220
– –
-500
1221
– –
-4,450
1222
– –
-20
1223
– –
-500
1224
– –
-700
1225
– –
-16,793
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