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
1726
– –
-2,544
1727
– –
-833
1728
– –
-5,000
1729
– –
-236
1730
– –
-3,026
1731
– –
-200,282
1732
– –
-600
1733
– –
-576
1734
– –
-10
1735
– –
-828
1736
– –
-2,200
1737
– –
-465
1738
– –
-3,714
1739
– –
-30
1740
– –
-29
1741
– –
-65
1742
– –
-141
1743
– –
-99
1744
– –
-183
1745
– –
-223
1746
– –
-250
1747
– –
-250
1748
– –
-1,000
1749
– –
-51,048
1750
– –
-1,000
68 69
70
71 72