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 | |
|---|---|---|---|---|---|---|---|
| $1.05K | ﹤0.01% | +72 | New | +$1.05K | |||
| $1.05K | ﹤0.01% | +500 | New | +$1.05K | |||
| $1.03K | ﹤0.01% | 670 | – | – | |||
| $1.03K | ﹤0.01% | +56 | New | +$1.03K | |||
| $1.02K | ﹤0.01% | 646 +228 | +55% | +$360 | |||
| $1.02K | ﹤0.01% | 510 | – | – | |||
| $1.01K | ﹤0.01% | 2,280 | – | – | |||
| $1K | ﹤0.01% | +20 | New | +$1K | |||
| $989 | ﹤0.01% | 43 | – | – | |||
| $972 | ﹤0.01% | 50 | – | – | |||
| $972 | ﹤0.01% | 200 | – | – | |||
| $969 | ﹤0.01% | 409 +375 | +1,103% | +$888 | |||
| $956 | ﹤0.01% | 2,095 -255 | -11% | -$116 | |||
| $955 | ﹤0.01% | 100 -5,800 | -98% | -$55.4K | |||
| $951 | ﹤0.01% | 104 | – | – | |||
| $945 | ﹤0.01% | 1,000 | – | – | |||
| $942 | ﹤0.01% | +23 | New | +$942 | |||
| $931 | ﹤0.01% | 87 | – | – | |||
| $931 | ﹤0.01% | 201 | – | – | |||
| $926 | ﹤0.01% | 40 -119 | -75% | -$2.76K | |||
| $909 | ﹤0.01% | 32 -450 | -93% | -$12.8K | |||
| $908 | ﹤0.01% | 15 | – | – | |||
| $902 | ﹤0.01% | +63 | New | +$902 | |||
| $901 | ﹤0.01% | 1,100 | – | – | |||
| $899 | ﹤0.01% | 32 | – | – |
