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
1876
– –
-75
1877
– –
-68
1878
– –
-640
1879
– –
-19
1880
– –
-3,395
1881
– –
-4,000
1882
– –
-404
1883
– –
-82
1884
– –
-159
1885
– –
-565
1886
– –
-3,500
1887
– –
-59
1888
– –
-310
1889
– –
-485
1890
– –
-312
1891
– –
-2,740
1892
– –
-24
1893
– –
-57
1894
– –
-200
1895
– –
-520
1896
– –
-54,213
1897
– –
0
1898
– –
-525
1899
– –
-4,680
1900
– –
-5,918
74 75
76
77 78