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 | |
|---|---|---|---|---|---|---|---|
| $729 | ﹤0.01% | 1,695 -1,000 | -37% | -$430 | |||
| $721 | ﹤0.01% | 3 -32 | -91% | -$7.69K | |||
| $720 | ﹤0.01% | +54 | New | +$720 | |||
| $703 | ﹤0.01% | 5 -26 | -84% | -$3.66K | |||
| $700 | ﹤0.01% | 27 | – | – | |||
| $699 | ﹤0.01% | 17 | – | – | |||
| $694 | ﹤0.01% | 100 -1,000 | -91% | -$6.94K | |||
| $686 | ﹤0.01% | 43 | – | – | |||
| $682 | ﹤0.01% | 3,023 | – | – | |||
| $670 | ﹤0.01% | 500 | – | – | |||
| $665 | ﹤0.01% | 250 -800 | -76% | -$2.13K | |||
| $664 | ﹤0.01% | +2 | New | +$664 | |||
| $661 | ﹤0.01% | 34 | – | – | |||
| $659 | ﹤0.01% | +41 | New | +$659 | |||
| $655 | ﹤0.01% | +111 | New | +$655 | |||
| $647 | ﹤0.01% | +62 | New | +$647 | |||
| $644 | ﹤0.01% | +13 | New | +$644 | |||
| $644 | ﹤0.01% | 67 | – | – | |||
| $633 | ﹤0.01% | 2,769 +2,720 | +5,551% | +$622 | |||
| $629 | ﹤0.01% | 24 +19 | +380% | +$498 | |||
| $628 | ﹤0.01% | 1,000 | – | – | |||
| $626 | ﹤0.01% | +26 | New | +$626 | |||
| $624 | ﹤0.01% | 72 | – | – | |||
| $619 | ﹤0.01% | 75 -100 | -57% | -$825 | |||
| $617 | ﹤0.01% | 131 -11,240 | -99% | -$52.9K |
