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 | |
|---|---|---|---|---|---|---|---|
| $341K | ﹤0.01% | 2,101 +633 | +43% | +$103K | |||
| $340K | ﹤0.01% | 14,133 -3,000 | -18% | -$72.3K | |||
| $339K | ﹤0.01% | 3,816 +336 | +10% | +$29.8K | |||
| $339K | ﹤0.01% | 2,353 +148 | +7% | +$21.3K | |||
| $337K | ﹤0.01% | 6,064 -54 | -0.9% | -$3K | |||
| $337K | ﹤0.01% | 14,700 | – | – | |||
| $336K | ﹤0.01% | 5,739 +644 | +13% | +$37.6K | |||
| $335K | ﹤0.01% | +9,860 | New | +$335K | |||
| $335K | ﹤0.01% | 9,977 | – | – | |||
| $334K | ﹤0.01% | 3,089 -195 | -6% | -$21.1K | |||
| $334K | ﹤0.01% | 221,024 | – | – | |||
| $333K | ﹤0.01% | 10,413 | – | – | |||
| $326K | ﹤0.01% | 209 +40 | +24% | +$62.5K | |||
| $326K | ﹤0.01% | 1,816 +73 | +4% | +$13.1K | |||
| $326K | ﹤0.01% | 1,800 | – | – | |||
| $324K | ﹤0.01% | 2,382 -129 | -5% | -$17.6K | |||
| $319K | ﹤0.01% | 4,905 -200 | -4% | -$13K | |||
| $318K | ﹤0.01% | 5,548 -5,905 | -52% | -$338K | |||
| $316K | ﹤0.01% | 3,636 | – | – | |||
| $315K | ﹤0.01% | 4,165 -253 | -6% | -$19.2K | |||
| $314K | ﹤0.01% | 10,700 +200 | +2% | +$5.86K | |||
| $314K | ﹤0.01% | 178,241 | – | – | |||
| $313K | ﹤0.01% | 5,094 -96 | -2% | -$5.9K | |||
| $313K | ﹤0.01% | 986 -450 | -31% | -$143K | |||
| $312K | ﹤0.01% | 1,665 +29 | +2% | +$5.44K |
