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 | |
|---|---|---|---|---|---|---|---|
| $3.53K | ﹤0.01% | 22 | – | – | |||
| $3.53K | ﹤0.01% | 334 | – | – | |||
| $3.53K | ﹤0.01% | 130 | – | – | |||
| $3.52K | ﹤0.01% | 50 | – | – | |||
| $3.52K | ﹤0.01% | 41 | – | – | |||
| $3.49K | ﹤0.01% | 307 +221 | +257% | +$2.51K | |||
| $3.49K | ﹤0.01% | 100 | – | – | |||
| $3.48K | ﹤0.01% | 138 +99 | +254% | +$2.49K | |||
| $3.46K | ﹤0.01% | 73 | – | – | |||
| $3.43K | ﹤0.01% | 9 +2 | +29% | +$761 | |||
| $3.38K | ﹤0.01% | 219 | – | – | |||
| $3.38K | ﹤0.01% | +91 | New | +$3.38K | |||
| $3.37K | ﹤0.01% | +254 | New | +$3.37K | |||
| $3.36K | ﹤0.01% | 340 +230 | +209% | +$2.27K | |||
| $3.35K | ﹤0.01% | 80 | – | – | |||
| $3.33K | ﹤0.01% | 3,000 | – | – | |||
| $3.29K | ﹤0.01% | 170 | – | – | |||
| $3.28K | ﹤0.01% | 100 | – | – | |||
| $3.28K | ﹤0.01% | 601 -235 | -28% | -$1.28K | |||
| $3.27K | ﹤0.01% | 45 | – | – | |||
| $3.26K | ﹤0.01% | 100 | – | – | |||
| $3.26K | ﹤0.01% | 9,522 | – | – | |||
| $3.24K | ﹤0.01% | 64 -485 | -88% | -$24.6K | |||
| $3.23K | ﹤0.01% | 335 | – | – | |||
| $3.23K | ﹤0.01% | 330 | – | – |
