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 | |
|---|---|---|---|---|---|---|---|
| $139 | ﹤0.01% | 3 | – | – | |||
| $133 | ﹤0.01% | +28 | New | +$133 | |||
| $129 | ﹤0.01% | +1 | New | +$129 | |||
| $124 | ﹤0.01% | 2 -2,461 | -100% | -$153K | |||
| $124 | ﹤0.01% | 50 | – | – | |||
| $121 | ﹤0.01% | 5 | – | – | |||
| $116 | ﹤0.01% | +1 | New | +$116 | |||
| $115 | ﹤0.01% | 222 | – | – | |||
| $112 | ﹤0.01% | 5 | – | – | |||
| $111 | ﹤0.01% | 95 | – | – | |||
| $110 | ﹤0.01% | +1 | New | +$110 | |||
| $108 | ﹤0.01% | +1 | New | +$108 | |||
| $106 | ﹤0.01% | 80 | – | – | |||
| $106 | ﹤0.01% | 2 -119 | -98% | -$6.31K | |||
| $102 | ﹤0.01% | +4 | New | +$102 | |||
| $102 | ﹤0.01% | 1 -29 | -97% | -$2.96K | |||
| $97 | ﹤0.01% | 1 -11 | -92% | -$1.07K | |||
| $95 | ﹤0.01% | 123 | – | – | |||
| $95 | ﹤0.01% | +5 | New | +$95 | |||
| $94 | ﹤0.01% | 100 | – | – | |||
| $93 | ﹤0.01% | +3 | New | +$93 | |||
| $87 | ﹤0.01% | 50 | – | – | |||
| $87 | ﹤0.01% | 20 | – | – | |||
| $86 | ﹤0.01% | +1 | New | +$86 | |||
| $86 | ﹤0.01% | +2 | New | +$86 |
