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 | |
|---|---|---|---|---|---|---|---|
| $1.27K | ﹤0.01% | +82 | New | +$1.27K | |||
| $1.26K | ﹤0.01% | 25 -25 | -50% | -$1.26K | |||
| $1.26K | ﹤0.01% | 1,782 | – | – | |||
| $1.26K | ﹤0.01% | 25 | – | – | |||
| $1.24K | ﹤0.01% | 138 +23 | +20% | +$207 | |||
| $1.24K | ﹤0.01% | +164 | New | +$1.24K | |||
| $1.23K | ﹤0.01% | +167 | New | +$1.23K | |||
| $1.19K | ﹤0.01% | 81 -156 | -66% | -$2.3K | |||
| $1.19K | ﹤0.01% | 23 | – | – | |||
| $1.19K | ﹤0.01% | 180 | – | – | |||
| $1.19K | ﹤0.01% | 25 | – | – | |||
| $1.18K | ﹤0.01% | +18 | New | +$1.18K | |||
| $1.16K | ﹤0.01% | 132 | – | – | |||
| $1.16K | ﹤0.01% | 100 | – | – | |||
| $1.16K | ﹤0.01% | 500 | – | – | |||
| $1.15K | ﹤0.01% | 1,000 | – | – | |||
| $1.11K | ﹤0.01% | 86 | – | – | |||
| $1.1K | ﹤0.01% | 105 | – | – | |||
| $1.1K | ﹤0.01% | +172 | New | +$1.1K | |||
| $1.1K | ﹤0.01% | +39 | New | +$1.1K | |||
| $1.08K | ﹤0.01% | +26 | New | +$1.08K | |||
| $1.07K | ﹤0.01% | 33 -8 | -20% | -$259 | |||
| $1.06K | ﹤0.01% | +31 | New | +$1.06K | |||
| $1.05K | ﹤0.01% | 98 -562 | -85% | -$6.04K | |||
| $1.05K | ﹤0.01% | +58 | New | +$1.05K |
