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 | |
|---|---|---|---|---|---|---|---|
| $30.3K | ﹤0.01% | 1,500 | – | – | |||
| $30.2K | ﹤0.01% | 452 | – | – | |||
| $30.1K | ﹤0.01% | +783 | New | +$30.1K | |||
| $29.9K | ﹤0.01% | 2,700 +150 | +6% | +$1.66K | |||
| $29.9K | ﹤0.01% | 1,661 -70 | -4% | -$1.26K | |||
| $29.9K | ﹤0.01% | 761 +43 | +6% | +$1.69K | |||
| $29.8K | ﹤0.01% | 2,047 +66 | +3% | +$960 | |||
| $29.8K | ﹤0.01% | 4,649 +2,600 | +127% | +$16.6K | |||
| $29.8K | ﹤0.01% | 154 +79 | +105% | +$15.3K | |||
| $29.7K | ﹤0.01% | 209 -855 | -80% | -$122K | |||
| $29.7K | ﹤0.01% | 904 +316 | +54% | +$10.4K | |||
| $29.5K | ﹤0.01% | +2,412 | New | +$29.5K | |||
| $29.5K | ﹤0.01% | +234 | New | +$29.5K | |||
| $29.5K | ﹤0.01% | 3,845 | – | – | |||
| $29.3K | ﹤0.01% | 4,671 +60 | +1% | +$377 | |||
| $29.3K | ﹤0.01% | 626 +2 | +0.3% | +$94 | |||
| $29.2K | ﹤0.01% | +1,152 | New | +$29.2K | |||
| $29K | ﹤0.01% | 1,614 -538 | -25% | -$9.66K | |||
| $29K | ﹤0.01% | 427 | – | – | |||
| $28.9K | ﹤0.01% | 895 | – | – | |||
| $28.9K | ﹤0.01% | 4,001 +1 | +0% | +$7 | |||
| $28.9K | ﹤0.01% | 768 +484 | +170% | +$18.2K | |||
| $28.8K | ﹤0.01% | 686 +16 | +2% | +$672 | |||
| $28.7K | ﹤0.01% | 566 +101 | +22% | +$5.12K | |||
| $28.7K | ﹤0.01% | 750 | – | – |
