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 | |
|---|---|---|---|---|---|---|---|
| $3.45M | 0.01% | 101,925 | – | – | |||
| $3.43M | 0.01% | 108,662 +107,277 | +7,746% | +$3.38M | |||
| $3.42M | 0.01% | 110,960 +1,160 | +1% | +$35.8K | |||
| $3.41M | 0.01% | 21,358 -532 | -2% | -$84.9K | |||
| $3.4M | 0.01% | 42,367 +419 | +1% | +$33.6K | |||
| $3.4M | 0.01% | 45,701 -214 | -0.5% | -$15.9K | |||
| $3.39M | 0.01% | 77,141 -3,156 | -4% | -$139K | |||
| $3.38M | 0.01% | 14,194 -1,292 | -8% | -$307K | |||
| $3.36M | 0.01% | 18,009 +990 | +6% | +$185K | |||
| $3.35M | 0.01% | 104,781 +499 | +0.5% | +$15.9K | |||
| $3.3M | 0.01% | 257,665 +80,466 | +45% | +$1.03M | |||
| $3.3M | 0.01% | 21,842 -325 | -1% | -$49.1K | |||
| $3.3M | 0.01% | 119,391 -6,708 | -5% | -$185K | |||
| $3.26M | 0.01% | 173,438 +3,827 | +2% | +$71.9K | |||
| $3.14M | 0.01% | 6,384 -247 | -4% | -$122K | |||
| $3.13M | 0.01% | 46,622 -15,929 | -25% | -$1.07M | |||
| $3.11M | 0.01% | 12,927 -599 | -4% | -$144K | |||
| $3.1M | 0.01% | 126,838 -79,919 | -39% | -$1.95M | |||
| $3.1M | 0.01% | 6,562 +508 | +8% | +$240K | |||
| $3.06M | 0.01% | 52,046 +3,027 | +6% | +$178K | |||
| $3.05M | 0.01% | +170,168 | New | +$3.05M | |||
| $3.02M | 0.01% | 23,390 -2,058 | -8% | -$265K | |||
| $3.01M | 0.01% | 18,797 -397 | -2% | -$63.6K | |||
| $3.01M | 0.01% | 16,392 -2,834 | -15% | -$520K | |||
| $3.01M | 0.01% | 761,164 +195,413 | +35% | +$772K |
