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
– –
-2,000
1952
– –
-539
1953
– –
-2,268
1954
– –
-1,021
1955
– –
-699
1956
– –
-2,000
1957
– –
-100
1958
– –
-1,000
1959
– –
-1,709
1960
– –
-1,133
1961
– –
-165
1962
– –
-2,600
1963
– –
-265
1964
– –
-5
1965
– –
-7
1966
– –
-2,000
1967
– –
-10,600
1968
– –
-5
1969
– –
-3,900
1970
– –
-562
1971
– –
-1,804
1972
– –
-2,587
1973
– –
-80
1974
– –
-274
1975
– –
-545
77 78
79
80 81