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
1701
– –
-200
1702
– –
-1,570
1703
– –
-2,417
1704
– –
-6,431
1705
– –
-2,135
1706
– –
-424
1707
– –
-30
1708
– –
-2,550
1709
– –
-900
1710
– –
-264
1711
– –
-1
1712
– –
-301
1713
– –
-1,032
1714
– –
-598
1715
– –
-400
1716
– –
-76
1717
– –
-100
1718
– –
-310
1719
– –
-5,095
1720
– –
-105
1721
– –
-2,330
1722
– –
-362
1723
– –
-99
1724
– –
-1,800
1725
– –
-1,044
67 68
69
70 71