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 | |
|---|---|---|---|---|---|---|---|
| $2.61K | ﹤0.01% | +44 | New | +$2.61K | |||
| $2.61K | ﹤0.01% | 105 | – | – | |||
| $2.54K | ﹤0.01% | 33 -47 | -59% | -$3.62K | |||
| $2.5K | ﹤0.01% | +600 | New | +$2.5K | |||
| $2.5K | ﹤0.01% | 105 | – | – | |||
| $2.5K | ﹤0.01% | 200 -190,142 | -100% | -$2.38M | |||
| $2.48K | ﹤0.01% | 176 -1,337 | -88% | -$18.9K | |||
| $2.47K | ﹤0.01% | +167 | New | +$2.47K | |||
| $2.47K | ﹤0.01% | +139 | New | +$2.47K | |||
| $2.44K | ﹤0.01% | 75 | – | – | |||
| $2.44K | ﹤0.01% | 40 -430 | -91% | -$26.2K | |||
| $2.41K | ﹤0.01% | 4,074 | – | – | |||
| $2.4K | ﹤0.01% | 1,148 | – | – | |||
| $2.4K | ﹤0.01% | 200 | – | – | |||
| $2.39K | ﹤0.01% | 1,000 | – | – | |||
| $2.39K | ﹤0.01% | 1,000 | – | – | |||
| $2.36K | ﹤0.01% | 2,000 | – | – | |||
| $2.36K | ﹤0.01% | +18 | New | +$2.36K | |||
| $2.36K | ﹤0.01% | 601 -3,999 | -87% | -$15.7K | |||
| $2.31K | ﹤0.01% | 81 -187 | -70% | -$5.34K | |||
| $2.3K | ﹤0.01% | 2,000 | – | – | |||
| $2.29K | ﹤0.01% | 712 +300 | +73% | +$966 | |||
| $2.29K | ﹤0.01% | 3,939 | – | – | |||
| $2.29K | ﹤0.01% | +28 | New | +$2.29K | |||
| $2.28K | ﹤0.01% | 106 +77 | +266% | +$1.66K |
