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 | |
|---|---|---|---|---|---|---|---|
| $887 | ﹤0.01% | +107 | New | +$887 | |||
| $884 | ﹤0.01% | +1 | New | +$884 | |||
| $883 | ﹤0.01% | +45 | New | +$883 | |||
| $881 | ﹤0.01% | 10 | – | – | |||
| $880 | ﹤0.01% | +34 | New | +$880 | |||
| $878 | ﹤0.01% | +28 | New | +$878 | |||
| $876 | ﹤0.01% | +68 | New | +$876 | |||
| $856 | ﹤0.01% | 81 -343 | -81% | -$3.63K | |||
| $850 | ﹤0.01% | 25 | – | – | |||
| $840 | ﹤0.01% | 50 | – | – | |||
| $839 | ﹤0.01% | 23 | – | – | |||
| $826 | ﹤0.01% | +70 | New | +$826 | |||
| $825 | ﹤0.01% | 9 -524 | -98% | -$48K | |||
| $824 | ﹤0.01% | 36 | – | – | |||
| $823 | ﹤0.01% | 2,000 | – | – | |||
| $818 | ﹤0.01% | +32 | New | +$818 | |||
| $816 | ﹤0.01% | +35 | New | +$816 | |||
| $814 | ﹤0.01% | 4 | – | – | |||
| $809 | ﹤0.01% | 686 +500 | +269% | +$590 | |||
| $809 | ﹤0.01% | 3,850 | – | – | |||
| $791 | ﹤0.01% | 252 | – | – | |||
| $765 | ﹤0.01% | 30 -1,095 | -97% | -$27.9K | |||
| $760 | ﹤0.01% | 79 -179 | -69% | -$1.72K | |||
| $753 | ﹤0.01% | 300 | – | – | |||
| $743 | ﹤0.01% | 250 | – | – |
