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 | |
|---|---|---|---|---|---|---|---|
| $3.89K | ﹤0.01% | +216 | New | +$3.89K | |||
| $3.89K | ﹤0.01% | +81 | New | +$3.89K | |||
| $3.82K | ﹤0.01% | +82 | New | +$3.82K | |||
| $3.8K | ﹤0.01% | +28 | New | +$3.8K | |||
| $3.76K | ﹤0.01% | 100 | – | – | |||
| $3.75K | ﹤0.01% | 153 | – | – | |||
| $3.75K | ﹤0.01% | +223 | New | +$3.75K | |||
| $3.74K | ﹤0.01% | 4,000 | – | – | |||
| $3.73K | ﹤0.01% | 104 +4 | +4% | +$144 | |||
| $3.71K | ﹤0.01% | 150 | – | – | |||
| $3.68K | ﹤0.01% | 2,500 | – | – | |||
| $3.67K | ﹤0.01% | 160 | – | – | |||
| $3.66K | ﹤0.01% | 207 | – | – | |||
| $3.65K | ﹤0.01% | +41 | New | +$3.65K | |||
| $3.65K | ﹤0.01% | 109 | – | – | |||
| $3.65K | ﹤0.01% | 2,250 | – | – | |||
| $3.64K | ﹤0.01% | 75 | – | – | |||
| $3.63K | ﹤0.01% | 1,223 | – | – | |||
| $3.62K | ﹤0.01% | 31 +9 | +41% | +$1.05K | |||
| $3.62K | ﹤0.01% | 27 +6 | +29% | +$804 | |||
| $3.58K | ﹤0.01% | +135 | New | +$3.58K | |||
| $3.57K | ﹤0.01% | +244 | New | +$3.57K | |||
| $3.55K | ﹤0.01% | 100 -10 | -9% | -$355 | |||
| $3.54K | ﹤0.01% | 102 -247 | -71% | -$8.58K | |||
| $3.54K | ﹤0.01% | 339 | – | – |
