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
1926
– –
-1,280
1927
– –
-309
1928
– –
-1,700
1929
– –
-1,313
1930
– –
-400
1931
– –
-691
1932
– –
-1,200
1933
– –
-349
1934
– –
-79
1935
– –
-200
1936
– –
-5,129
1937
– –
-59
1938
– –
-5
1939
– –
-76
1940
– –
-23
1941
– –
-102
1942
– –
-800
1943
– –
-2,450
1944
– –
0
1945
– –
-80
1946
– –
-4,480
1947
– –
-860
1948
– –
-260
1949
– –
-200
1950
– –
-9
76 77
78
79 80