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 | |
|---|---|---|---|---|---|---|---|
| $43.2K | ﹤0.01% | 659 -278 | -30% | -$18.2K | |||
| $43.1K | ﹤0.01% | 707 -35 | -5% | -$2.13K | |||
| $43.1K | ﹤0.01% | 2,638 -536 | -17% | -$8.75K | |||
| $42.7K | ﹤0.01% | 1,020 +69 | +7% | +$2.89K | |||
| $42.6K | ﹤0.01% | 7,000 | – | – | |||
| $42.5K | ﹤0.01% | 1,286 +222 | +21% | +$7.33K | |||
| $42.5K | ﹤0.01% | 3,343 +1,562 | +88% | +$19.8K | |||
| $42.4K | ﹤0.01% | 2,870 | – | – | |||
| $42.3K | ﹤0.01% | 463 -61,946 | -99% | -$5.66M | |||
| $42.1K | ﹤0.01% | 7,000 -1,500 | -18% | -$9.02K | |||
| $41.9K | ﹤0.01% | 1,610 -142 | -8% | -$3.7K | |||
| $41.8K | ﹤0.01% | 401 -13 | -3% | -$1.36K | |||
| $41.8K | ﹤0.01% | 867 -130 | -13% | -$6.27K | |||
| $41.7K | ﹤0.01% | 1,155 -1 | -0.1% | -$36 | |||
| $41.7K | ﹤0.01% | 1,597 -21 | -1% | -$548 | |||
| $41.6K | ﹤0.01% | 200 -50 | -20% | -$10.4K | |||
| $41.6K | ﹤0.01% | 2,489 +291 | +13% | +$4.86K | |||
| $41.4K | ﹤0.01% | 567 | – | – | |||
| $41.4K | ﹤0.01% | 2,318 -1,514 | -40% | -$27K | |||
| $41.4K | ﹤0.01% | 1,347 -427 | -24% | -$13.1K | |||
| $41.1K | ﹤0.01% | 2,000 | – | – | |||
| $41.1K | ﹤0.01% | 2,144 | – | – | |||
| $41K | ﹤0.01% | 381 -99 | -21% | -$10.7K | |||
| $41K | ﹤0.01% | 701 +309 | +79% | +$18.1K | |||
| $41K | ﹤0.01% | 500 | – | – |
