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
– –
-150
1727
– –
-4,559
1728
– –
-3,281
1729
– –
-1,051
1730
– –
-400
1731
– –
-1,465
1732
– –
-861
1733
– –
-267
1734
– –
-10
1735
– –
-1,150
1736
– –
-58
1737
– –
-3,307
1738
– –
-90
1739
– –
-1,100
1740
– –
-1,118
1741
– –
-125
1742
– –
-300
1743
– –
-7,500
1744
– –
-11,599
1745
– –
-3,800
1746
– –
-780
1747
– –
-250
1748
– –
-208
1749
– –
-3,700
1750
– –
-100
68 69
70
71 72