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 | |
|---|---|---|---|---|---|---|---|
| $95.8K | ﹤0.01% | 13,254 +629 | +5% | +$4.55K | |||
| $95.5K | ﹤0.01% | 2,018 +12 | +0.6% | +$568 | |||
| $95.4K | ﹤0.01% | 10,777 +2,510 | +30% | +$22.2K | |||
| $95.3K | ﹤0.01% | 27,471 | – | – | |||
| $94.8K | ﹤0.01% | 2,121 | – | – | |||
| $94.7K | ﹤0.01% | 520 -71 | -12% | -$12.9K | |||
| $94.6K | ﹤0.01% | 3,722 | – | – | |||
| $94.5K | ﹤0.01% | 7,660 | – | – | |||
| $94.5K | ﹤0.01% | 1,566 | – | – | |||
| $94.1K | ﹤0.01% | 1,341 +26 | +2% | +$1.82K | |||
| $93.6K | ﹤0.01% | 1,613 +98 | +6% | +$5.69K | |||
| $93.1K | ﹤0.01% | 3,310 -904 | -21% | -$25.4K | |||
| $92.6K | ﹤0.01% | 598 -941 | -61% | -$146K | |||
| $92.5K | ﹤0.01% | 711 -223 | -24% | -$29K | |||
| $92.4K | ﹤0.01% | 5,267 -13,717 | -72% | -$241K | |||
| $92.3K | ﹤0.01% | 8,738 +138 | +2% | +$1.46K | |||
| $92K | ﹤0.01% | 5,325 | – | – | |||
| $92K | ﹤0.01% | 3,048 -1,768 | -37% | -$53.4K | |||
| $92K | ﹤0.01% | 4,850 | – | – | |||
| $91.6K | ﹤0.01% | 7,963 -12 | -0.2% | -$138 | |||
| $91.4K | ﹤0.01% | 1,359 -2,585 | -66% | -$174K | |||
| $91.2K | ﹤0.01% | 4,515 -1,191 | -21% | -$24.1K | |||
| $91.2K | ﹤0.01% | 9,174 | – | – | |||
| $90.7K | ﹤0.01% | 4,600 | – | – | |||
| $90.7K | ﹤0.01% | +3,700 | New | +$90.7K |
