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
926
-84,634
927
-8,525
928
-4,566
929
-12,070
930
-14,531
931
-3,964
932
-1,437
933
-2,050
934
-50,000
935
-46,368
936
-5,094
937
-3,190
938
-2,760
939
-10,075
940
-11,958
941
-3,094
942
-3,966
943
-2,547
944
-2,393
945
-40,790
946
-10,053
947
-320,292
948
-11,094
949
-3,754
950
-16,055