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 | |
|---|---|---|---|---|---|---|---|
| $452 | ﹤0.01% | 200 | – | – | |||
| $444 | ﹤0.01% | 651 -998 | -61% | -$681 | |||
| $441 | ﹤0.01% | 40 -100 | -71% | -$1.1K | |||
| $432 | ﹤0.01% | 75 | – | – | |||
| $427 | ﹤0.01% | +36 | New | +$427 | |||
| $421 | ﹤0.01% | 376 -3,955 | -91% | -$4.43K | |||
| $407 | ﹤0.01% | +114 | New | +$407 | |||
| $402 | ﹤0.01% | 75 | – | – | |||
| $402 | ﹤0.01% | +100 | New | +$402 | |||
| $402 | ﹤0.01% | 1,500 | – | – | |||
| $394 | ﹤0.01% | 100 | – | – | |||
| $392 | ﹤0.01% | 236 | – | – | |||
| $392 | ﹤0.01% | +100 | New | +$392 | |||
| $387 | ﹤0.01% | +5 | New | +$387 | |||
| $384 | ﹤0.01% | +33 | New | +$384 | |||
| $376 | ﹤0.01% | +5 | New | +$376 | |||
| $369 | ﹤0.01% | 80 | – | – | |||
| $368 | ﹤0.01% | 290 | – | – | |||
| $368 | ﹤0.01% | +12 | New | +$368 | |||
| $364 | ﹤0.01% | +23 | New | +$364 | |||
| $359 | ﹤0.01% | 893 | – | – | |||
| $356 | ﹤0.01% | 72 -1,155 | -94% | -$5.71K | |||
| $347 | ﹤0.01% | 39 | – | – | |||
| $344 | ﹤0.01% | 1,290 | – | – | |||
| $327 | ﹤0.01% | +6 | New | +$327 |
