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 | |
|---|---|---|---|---|---|---|---|
| $1.88K | ﹤0.01% | +76 | New | +$1.88K | |||
| $1.87K | ﹤0.01% | +29 | New | +$1.87K | |||
| $1.86K | ﹤0.01% | 66 -7 | -10% | -$197 | |||
| $1.83K | ﹤0.01% | 88 -467 | -84% | -$9.73K | |||
| $1.82K | ﹤0.01% | 860 | – | – | |||
| $1.81K | ﹤0.01% | 49 +8 | +20% | +$296 | |||
| $1.81K | ﹤0.01% | 1,509 | – | – | |||
| $1.81K | ﹤0.01% | 7,176 | – | – | |||
| $1.81K | ﹤0.01% | 11,705 | – | – | |||
| $1.79K | ﹤0.01% | 300 | – | – | |||
| $1.79K | ﹤0.01% | +28 | New | +$1.79K | |||
| $1.78K | ﹤0.01% | 121 +14 | +13% | +$206 | |||
| $1.77K | ﹤0.01% | 1,000 | – | – | |||
| $1.77K | ﹤0.01% | 6 -7 | -54% | -$2.06K | |||
| $1.77K | ﹤0.01% | 396 -317 | -44% | -$1.42K | |||
| $1.75K | ﹤0.01% | 66 | – | – | |||
| $1.75K | ﹤0.01% | +169 | New | +$1.75K | |||
| $1.73K | ﹤0.01% | +400 | New | +$1.73K | |||
| $1.73K | ﹤0.01% | 28 -41 | -59% | -$2.53K | |||
| $1.71K | ﹤0.01% | 43 +33 | +330% | +$1.31K | |||
| $1.7K | ﹤0.01% | 200 | – | – | |||
| $1.69K | ﹤0.01% | +55 | New | +$1.69K | |||
| $1.68K | ﹤0.01% | 2,216 | – | – | |||
| $1.67K | ﹤0.01% | 72 -49 | -41% | -$1.14K | |||
| $1.66K | ﹤0.01% | 110 | – | – |
