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 | |
|---|---|---|---|---|---|---|---|
| $2.14K | ﹤0.01% | +281 | New | +$2.14K | |||
| $2.14K | ﹤0.01% | +56 | New | +$2.14K | |||
| $2.12K | ﹤0.01% | 2,000 | – | – | |||
| $2.11K | ﹤0.01% | +147 | New | +$2.11K | |||
| $2.1K | ﹤0.01% | 50 | – | – | |||
| $2.1K | ﹤0.01% | 142 -282 | -67% | -$4.17K | |||
| $2.1K | ﹤0.01% | +85 | New | +$2.1K | |||
| $2.08K | ﹤0.01% | 65 -649 | -91% | -$20.8K | |||
| $2.07K | ﹤0.01% | 207 | – | – | |||
| $2.07K | ﹤0.01% | 423 | – | – | |||
| $2.06K | ﹤0.01% | 336 -473 | -58% | -$2.89K | |||
| $2.05K | ﹤0.01% | 10,000 | – | – | |||
| $2.04K | ﹤0.01% | +243 | New | +$2.04K | |||
| $2.04K | ﹤0.01% | 52 +24 | +86% | +$940 | |||
| $2.02K | ﹤0.01% | 600 | – | – | |||
| $1.99K | ﹤0.01% | +28 | New | +$1.99K | |||
| $1.96K | ﹤0.01% | 300 | – | – | |||
| $1.95K | ﹤0.01% | 27 | – | – | |||
| $1.94K | ﹤0.01% | +98 | New | +$1.94K | |||
| $1.93K | ﹤0.01% | 132 -1,795 | -93% | -$26.3K | |||
| $1.93K | ﹤0.01% | 35 -5 | -13% | -$276 | |||
| $1.93K | ﹤0.01% | 86 | – | – | |||
| $1.93K | ﹤0.01% | 250 | – | – | |||
| $1.91K | ﹤0.01% | +79 | New | +$1.91K | |||
| $1.9K | ﹤0.01% | 150 -75 | -33% | -$948 |
