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
1951
– –
-10,600
1952
– –
-3,900
1953
– –
-201,462
1954
– –
-505
1955
– –
-363
1956
– –
-1,789
1957
– –
-3,155
1958
– –
-2,550
1959
– –
-321
1960
– –
-880
1961
– –
-75
1962
– –
-895
1963
– –
-224
1964
– –
-500
1965
– –
-900
1966
– –
-3,052
1967
– –
-217
1968
– –
-2,120
1969
– –
-244
1970
– –
-70
1971
– –
-2,060
1972
– –
-125
1973
– –
-950
1974
– –
-2,951
1975
– –
-7,500
77 78
79
80 81