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
1801
– –
-260
1802
– –
-5,160
1803
– –
-200
1804
– –
-235
1805
– –
-1,260
1806
– –
-1,486
1807
– –
-22
1808
– –
-666
1809
– –
-14
1810
– –
-200
1811
– –
-2,000
1812
– –
-51
1813
– –
-115
1814
– –
-1,000
1815
– –
-16
1816
– –
-1,000
1817
– –
-10,000
1818
– –
-19,647
1819
– –
-35
1820
– –
-4,987
1821
– –
-254
1822
– –
-895
1823
– –
-8
1824
– –
-125
1825
– –
-4,140
71 72
73
74 75