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 | |
|---|---|---|---|---|---|---|---|
| $232 | ﹤0.01% | +16 | New | +$232 | |||
| $224 | ﹤0.01% | 12 +4 | +50% | +$75 | |||
| $222 | ﹤0.01% | +1 | New | +$222 | |||
| $216 | ﹤0.01% | 31 | – | – | |||
| $209 | ﹤0.01% | 10 -30 | -75% | -$627 | |||
| $194 | ﹤0.01% | +1 | New | +$194 | |||
| $190 | ﹤0.01% | 5 -10,589 | -100% | -$402K | |||
| $179 | ﹤0.01% | 334 | – | – | |||
| $179 | ﹤0.01% | +6 | New | +$179 | |||
| $177 | ﹤0.01% | 655 | – | – | |||
| $174 | ﹤0.01% | +19 | New | +$174 | |||
| $174 | ﹤0.01% | 29 | – | – | |||
| $174 | ﹤0.01% | 20 | – | – | |||
| $171 | ﹤0.01% | 2 | – | – | |||
| $168 | ﹤0.01% | 26 | – | – | |||
| $168 | ﹤0.01% | 6 -39 | -87% | -$1.09K | |||
| $166 | ﹤0.01% | 20 | – | – | |||
| $165 | ﹤0.01% | 6 | – | – | |||
| $164 | ﹤0.01% | +100 | New | +$164 | |||
| $161 | ﹤0.01% | 7 | – | – | |||
| $158 | ﹤0.01% | 30 | – | – | |||
| $154 | ﹤0.01% | 8 -311 | -97% | -$5.99K | |||
| $151 | ﹤0.01% | 4,074 | – | – | |||
| $142 | ﹤0.01% | 250 | – | – | |||
| $141 | ﹤0.01% | 2 -1,290 | -100% | -$90.9K |
