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
1601
– –
-341
1602
– –
-23,284
1603
– –
-29,064
1604
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-116
1605
– –
-1,633
1606
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-22
1607
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-108
1608
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-175
1609
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-430
1610
– –
-700
1611
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-167
1612
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-181
1613
– –
-40,222
1614
– –
-1,480
1615
– –
-1,000
1616
– –
-1,000
1617
– –
-141
1618
– –
-10
1619
– –
-566
1620
– –
-2,074
1621
– –
-518
1622
– –
-185
1623
– –
-337
1624
– –
-225
1625
– –
-205
63 64
65
66 67