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 | |
|---|---|---|---|---|---|---|---|
| $28.6K | ﹤0.01% | 1,910 | – | – | |||
| $28.6K | ﹤0.01% | 5,000 | – | – | |||
| $28.5K | ﹤0.01% | 305 | – | – | |||
| $28.5K | ﹤0.01% | 986 +50 | +5% | +$1.44K | |||
| $28.4K | ﹤0.01% | 2,001 +1 | +0.1% | +$14 | |||
| $28.4K | ﹤0.01% | +2,500 | New | +$28.4K | |||
| $28.3K | ﹤0.01% | 700 +4 | +0.6% | +$162 | |||
| $28.3K | ﹤0.01% | 1,983 | – | – | |||
| $28.3K | ﹤0.01% | 354 +109 | +44% | +$8.71K | |||
| $28.3K | ﹤0.01% | 880 +80 | +10% | +$2.57K | |||
| $28.3K | ﹤0.01% | 226 -82 | -27% | -$10.3K | |||
| $28.2K | ﹤0.01% | +713 | New | +$28.2K | |||
| $28.1K | ﹤0.01% | 1,275 +115 | +10% | +$2.54K | |||
| $28K | ﹤0.01% | 703 | – | – | |||
| $27.9K | ﹤0.01% | 1,552 -338 | -18% | -$6.08K | |||
| $27.9K | ﹤0.01% | +1,681 | New | +$27.9K | |||
| $27.9K | ﹤0.01% | 978 +748 | +325% | +$21.3K | |||
| $27.8K | ﹤0.01% | 3,000 | – | – | |||
| $27.7K | ﹤0.01% | +1,000 | New | +$27.7K | |||
| $27.6K | ﹤0.01% | 1,368 | – | – | |||
| $27.6K | ﹤0.01% | 1,510 -170 | -10% | -$3.11K | |||
| $27.6K | ﹤0.01% | 715 | – | – | |||
| $27.5K | ﹤0.01% | 6,664 | – | – | |||
| $27.5K | ﹤0.01% | 749 -24 | -3% | -$880 | |||
| $27.5K | ﹤0.01% | 1,056 +19 | +2% | +$494 |
