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
$29.8B
AUM Growth
-$7.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
976
New
Increased
Reduced
Closed

Top Buys

1
+$172M
2
+$104M
3
+$90.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$78.3M
5
EOG icon
EOG Resources
EOG
+$71.2M

Top Sells

1
+$103M
2
+$74.1M
3
+$63.4M
4
EW icon
Edwards Lifesciences
EW
+$58M
5
MDT icon
Medtronic
MDT
+$57.7M

Sector Composition

1 Technology 21.84%
2 Healthcare 13.46%
3 Financials 12.9%
4 Industrials 8.16%
5 Energy 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
– –
-1,991
902
– –
-19,302
903
– –
-10,520
904
– –
-23,558
905
– –
-2,928
906
– –
-8,318
907
– –
-1,929
908
– –
-3,046
909
– –
-9,770
910
– –
-41,872
911
– –
-435
912
– –
-4,010
913
– –
-806
914
– –
-4,324
915
– –
-27,922
916
– –
-11,409
917
– –
-2,150
918
– –
-5,272
919
– –
-2,800
920
– –
-10,839
921
– –
-125,430
922
– –
-6,036
923
– –
-24,265
924
– –
-661,910
925
– –
-4,751
35 36
37
38 39