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
1976
– –
-11,599
1977
– –
-3,800
1978
– –
-780
1979
– –
-250
1980
– –
-208
1981
– –
-28,588
1982
– –
-200
1983
– –
-690
1984
– –
-2
1985
– –
-1,421
1986
– –
-55
1987
– –
-12
1988
– –
-460
1989
– –
-1,189
1990
– –
-950
1991
– –
-1,200
1992
– –
-19,035
1993
– –
-142
1994
– –
-1,000
1995
– –
-455
1996
– –
-2,231
1997
– –
-500
1998
– –
-100
1999
– –
-2,540
2000
– –
-5,450
78 79
80
81 82