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
1251
– –
-1,420
1252
– –
-455
1253
– –
-100
1254
– –
-101
1255
– –
-856
1256
– –
-28,874
1257
– –
-375
1258
– –
-55
1259
– –
-12
1260
– –
-460
1261
– –
-1,189
1262
– –
-720
1263
– –
-980
1264
– –
-364
1265
– –
-1,899
1266
– –
-68
1267
– –
-16
1268
– –
-700
1269
– –
-58
1270
– –
-199
1271
– –
-410
1272
– –
-990
1273
– –
-5,753
1274
– –
-5,927
1275
– –
-1,083
49 50
51
52 53