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
2001
– –
-400
2002
– –
-33,328
2003
– –
-75
2004
– –
-500
2005
– –
-80
2006
– –
-12
2007
– –
-143
2008
– –
-567
2009
– –
-1,050
2010
– –
-500
2011
– –
-204
2012
– –
-1,286
2013
– –
-6,000
2014
– –
-7,335
2015
– –
-20,000
2016
– –
-136,171
2017
– –
-27,477
2018
– –
-766
2019
– –
-246
2020
– –
-280
2021
– –
-1,000
2022
– –
-915
2023
– –
-1,020
2024
– –
-2,587
2025
– –
-562
78 79 80
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