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
1826
– –
-15,118
1827
– –
-40
1828
– –
-221
1829
– –
-25
1830
– –
-9
1831
– –
-18
1832
– –
-150
1833
– –
-80
1834
– –
-37
1835
– –
-310
1836
– –
-23
1837
– –
-85
1838
– –
-80
1839
– –
-350
1840
– –
-1,680
1841
– –
-19,861
1842
– –
-2,000
1843
– –
-1,000
1844
– –
-130
1845
– –
-26
1846
– –
-22,204
1847
– –
-2
1848
– –
-2,180
1849
– –
-125
1850
– –
-78,322
72 73
74
75 76