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 | |
|---|---|---|---|---|---|---|---|
| $1.65K | ﹤0.01% | +155 | New | +$1.65K | |||
| $1.65K | ﹤0.01% | +160 | New | +$1.65K | |||
| $1.64K | ﹤0.01% | 51 +5 | +11% | +$161 | |||
| $1.63K | ﹤0.01% | 126 -111 | -47% | -$1.44K | |||
| $1.63K | ﹤0.01% | 45 | – | – | |||
| $1.63K | ﹤0.01% | 700 -2,800 | -80% | -$6.52K | |||
| $1.62K | ﹤0.01% | +68 | New | +$1.62K | |||
| $1.62K | ﹤0.01% | +3,000 | New | +$1.62K | |||
| $1.6K | ﹤0.01% | 3,300 -600 | -15% | -$291 | |||
| $1.59K | ﹤0.01% | 200 -100 | -33% | -$793 | |||
| $1.59K | ﹤0.01% | 44 | – | – | |||
| $1.59K | ﹤0.01% | +21 | New | +$1.59K | |||
| $1.58K | ﹤0.01% | 386 -336 | -47% | -$1.37K | |||
| $1.55K | ﹤0.01% | 310 | – | – | |||
| $1.55K | ﹤0.01% | +250 | New | +$1.55K | |||
| $1.54K | ﹤0.01% | 58 -35 | -38% | -$928 | |||
| $1.52K | ﹤0.01% | 258 -5 | -2% | -$29 | |||
| $1.51K | ﹤0.01% | +60 | New | +$1.51K | |||
| $1.5K | ﹤0.01% | 180 | – | – | |||
| $1.49K | ﹤0.01% | 784 -58,800 | -99% | -$112K | |||
| $1.46K | ﹤0.01% | 23 | – | – | |||
| $1.45K | ﹤0.01% | 250 | – | – | |||
| $1.45K | ﹤0.01% | +35 | New | +$1.45K | |||
| $1.44K | ﹤0.01% | 21 | – | – | |||
| $1.44K | ﹤0.01% | 1,400 +500 | +56% | +$515 |
