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 | |
|---|---|---|---|---|---|---|---|
| $26K | ﹤0.01% | 617 -374 | -38% | -$15.8K | |||
| $26K | ﹤0.01% | 600 | – | – | |||
| $25.9K | ﹤0.01% | 1,293 +140 | +12% | +$2.81K | |||
| $25.8K | ﹤0.01% | 901 | – | – | |||
| $25.8K | ﹤0.01% | 1,555 -635 | -29% | -$10.5K | |||
| $25.8K | ﹤0.01% | 400 | – | – | |||
| $25.8K | ﹤0.01% | 1,500 | – | – | |||
| $25.5K | ﹤0.01% | 157 +4 | +3% | +$651 | |||
| $25.5K | ﹤0.01% | 518 +5 | +1% | +$246 | |||
| $25.5K | ﹤0.01% | 4,431 +1 | +0% | +$6 | |||
| $25.4K | ﹤0.01% | 749 -13 | -2% | -$440 | |||
| $25.2K | ﹤0.01% | 873 +469 | +116% | +$13.6K | |||
| $25.1K | ﹤0.01% | 481 | – | – | |||
| $25.1K | ﹤0.01% | 187 +10 | +6% | +$1.34K | |||
| $25K | ﹤0.01% | 356 | – | – | |||
| $24.9K | ﹤0.01% | 657 -14 | -2% | -$531 | |||
| $24.8K | ﹤0.01% | 1,403 +1,351 | +2,598% | +$23.9K | |||
| $24.8K | ﹤0.01% | 286 | – | – | |||
| $24.7K | ﹤0.01% | 1,184 -194 | -14% | -$4.05K | |||
| $24.7K | ﹤0.01% | 540 | – | – | |||
| $24.4K | ﹤0.01% | 1,137 | – | – | |||
| $24.2K | ﹤0.01% | +5,000 | New | +$24.2K | |||
| $24.1K | ﹤0.01% | 329 | – | – | |||
| $24.1K | ﹤0.01% | 367 | – | – | |||
| $24K | ﹤0.01% | 319 +224 | +236% | +$16.9K |
