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
– –
-58
1602
– –
-130
1603
– –
-763
1604
– –
-1,286
1605
– –
-928
1606
– –
-19
1607
– –
-31,006
1608
– –
0
1609
– –
-132
1610
– –
-1,586
1611
– –
-5
1612
– –
-10,442
1613
– –
-11,912
1614
– –
-1,937
1615
– –
-7,680
1616
– –
-600
1617
– –
-330
1618
– –
-589
1619
– –
-1,152
1620
– –
-86
1621
– –
-187
1622
– –
-35
1623
– –
-200
1624
– –
-114
1625
– –
-100
63 64
65
66 67