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
1901
– –
-5,500
1902
– –
-2
1903
– –
-1
1904
– –
-144
1905
– –
-18
1906
– –
-1,525
1907
– –
-55
1908
– –
-1,000
1909
– –
-4,300
1910
– –
-10
1911
– –
-800
1912
– –
-400
1913
– –
-2,383
1914
– –
-400
1915
– –
-1,868
1916
– –
-2,940
1917
– –
-150
1918
– –
-50
1919
– –
-500
1920
– –
-10
1921
– –
-1,280
1922
– –
-309
1923
– –
-1,700
1924
– –
-1,313
1925
– –
-400
75 76
77
78 79