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 | |
|---|---|---|---|---|---|---|---|
| $36.5K | ﹤0.01% | 1,324 +1,030 | +350% | +$28.4K | |||
| $36.4K | ﹤0.01% | 302 +26 | +9% | +$3.14K | |||
| $36.4K | ﹤0.01% | 345 +8 | +2% | +$845 | |||
| $36.4K | ﹤0.01% | 2,701 | – | – | |||
| $36.3K | ﹤0.01% | 1,470 | – | – | |||
| $36.2K | ﹤0.01% | +550 | New | +$36.2K | |||
| $36.2K | ﹤0.01% | 646 +144 | +29% | +$8.07K | |||
| $36.2K | ﹤0.01% | 453 -10 | -2% | -$798 | |||
| $36.1K | ﹤0.01% | 546 +203 | +59% | +$13.4K | |||
| $35.7K | ﹤0.01% | 415 -163 | -28% | -$14K | |||
| $35.6K | ﹤0.01% | 1,575 +1,500 | +2,000% | +$33.9K | |||
| $35.6K | ﹤0.01% | +874 | New | +$35.6K | |||
| $35.2K | ﹤0.01% | 720 | – | – | |||
| $35.2K | ﹤0.01% | 500 | – | – | |||
| $35.1K | ﹤0.01% | 1,461 | – | – | |||
| $35K | ﹤0.01% | 994 | – | – | |||
| $35K | ﹤0.01% | 770 -202 | -21% | -$9.19K | |||
| $35K | ﹤0.01% | 6,560 -500 | -7% | -$2.67K | |||
| $34.8K | ﹤0.01% | 219 | – | – | |||
| $34.7K | ﹤0.01% | 301 -21 | -7% | -$2.42K | |||
| $34.6K | ﹤0.01% | +1,800 | New | +$34.6K | |||
| $34.5K | ﹤0.01% | 1,040 -20 | -2% | -$664 | |||
| $34.5K | ﹤0.01% | 2,200 | – | – | |||
| $34.4K | ﹤0.01% | 237 +197 | +493% | +$28.6K | |||
| $34.3K | ﹤0.01% | 261 -4 | -2% | -$526 |
