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
– –
-3,152
1802
– –
-82
1803
– –
-100
1804
– –
-266
1805
– –
-100
1806
– –
-2,709
1807
– –
-285
1808
– –
-530
1809
– –
-1,000
1810
– –
-1,604
1811
– –
-74
1812
– –
-785
1813
– –
-519
1814
– –
-500
1815
– –
-847
1816
– –
-855
1817
– –
-1,400
1818
– –
-510
1819
– –
-811
1820
– –
-635
1821
– –
-3,000
1822
– –
-1,000
1823
– –
-3,000
1824
– –
-790
1825
– –
-2,911
71 72
73
74 75