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 | |
|---|---|---|---|---|---|---|---|
| $606 | ﹤0.01% | 8 -19 | -70% | -$1.44K | |||
| $594 | ﹤0.01% | 76 -124 | -62% | -$969 | |||
| $580 | ﹤0.01% | +155 | New | +$580 | |||
| $565 | ﹤0.01% | 9 | – | – | |||
| $564 | ﹤0.01% | +25 | New | +$564 | |||
| $563 | ﹤0.01% | +27 | New | +$563 | |||
| $558 | ﹤0.01% | 63 | – | – | |||
| $557 | ﹤0.01% | 62 -1,188 | -95% | -$10.7K | |||
| $542 | ﹤0.01% | 6 -160 | -96% | -$14.5K | |||
| $533 | ﹤0.01% | 201 +172 | +593% | +$456 | |||
| $531 | ﹤0.01% | +75 | New | +$531 | |||
| $519 | ﹤0.01% | 154 | – | – | |||
| $516 | ﹤0.01% | +166 | New | +$516 | |||
| $514 | ﹤0.01% | 49 | – | – | |||
| $510 | ﹤0.01% | 90 -10 | -10% | -$57 | |||
| $503 | ﹤0.01% | 836 | – | – | |||
| $499 | ﹤0.01% | 25 | – | – | |||
| $480 | ﹤0.01% | +100 | New | +$480 | |||
| $480 | ﹤0.01% | 300 | – | – | |||
| $477 | ﹤0.01% | 15 -25 | -63% | -$795 | |||
| $471 | ﹤0.01% | 123 | – | – | |||
| $466 | ﹤0.01% | 18 | – | – | |||
| $465 | ﹤0.01% | 57 | – | – | |||
| $462 | ﹤0.01% | 5 -595 | -99% | -$55K | |||
| $452 | ﹤0.01% | 34 | – | – |
