CIBC Private Wealth Group Portfolio holdings
AUM $47.4B
This Quarter Return
-1.08%
1 Year Return
+12.6%
3 Year Return
+37.68%
5 Year Return
+169.56%
10 Year Return
+264.72%
AUM
$47.4B
AUM Growth
-$7.8B (-14%)
Cap. Flow
+$264M
Cap. Flow % of AUM
0.56%
Top 10 Holdings %Top 10 Hldgs %
27.26%
Holding
3,319
New
348
Increased
980
Reduced
1,039
Closed
238
Top Buys
| 1 | $324M | |
| 2 | $216M | |
| 3 | $179M | |
| 4 | $150M | |
| 5 | $140M |
Top Sells
| 1 | $328M | |
| 2 | $192M | |
| 3 | $177M | |
| 4 | $109M | |
| 5 | $107M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Financials | 12.67% |
| 3 | Healthcare | 12% |
| 4 | Industrials | 9.27% |
| 5 | Consumer Discretionary | 8.9% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $4.59K | ﹤0.01% | 347 | – | – | |||
| $4.59K | ﹤0.01% | +229 | New | +$4.59K | |||
| $4.56K | ﹤0.01% | 193 | – | – | |||
| $4.55K | ﹤0.01% | 2,004 | – | – | |||
| $4.55K | ﹤0.01% | 97 -1 | -1% | -$47 | |||
| $4.49K | ﹤0.01% | 100 | – | – | |||
| $4.48K | ﹤0.01% | 308 -30 | -9% | -$436 | |||
| $4.47K | ﹤0.01% | 165 | – | – | |||
| $4.39K | ﹤0.01% | 244 +87 | +55% | +$1.56K | |||
| $4.39K | ﹤0.01% | 170 | – | – | |||
| $4.35K | ﹤0.01% | 110 | – | – | |||
| $4.32K | ﹤0.01% | 106 +1 | +1% | +$41 | |||
| $4.31K | ﹤0.01% | 219 | – | – | |||
| $4.29K | ﹤0.01% | 200 | – | – | |||
| $4.29K | ﹤0.01% | 262 +239 | +1,039% | +$3.91K | |||
| $4.28K | ﹤0.01% | 28 -44 | -61% | -$6.73K | |||
| $4.24K | ﹤0.01% | 14 -1,036 | -99% | -$314K | |||
| $4.22K | ﹤0.01% | 270 | – | – | |||
| $4.2K | ﹤0.01% | +155 | New | +$4.2K | |||
| $4.18K | ﹤0.01% | 78 | – | – | |||
| $4.16K | ﹤0.01% | +212 | New | +$4.16K | |||
| $4.15K | ﹤0.01% | +56 | New | +$4.15K | |||
| $4.15K | ﹤0.01% | 136 -254 | -65% | -$7.75K | |||
| $4.12K | ﹤0.01% | 277 +56 | +25% | +$833 | |||
| $4.12K | ﹤0.01% | 1,057 | – | – |
