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 | |
|---|---|---|---|---|---|---|---|
| $23.9K | ﹤0.01% | 279 +100 | +56% | +$8.58K | |||
| $23.9K | ﹤0.01% | 159 +1 | +0.6% | +$151 | |||
| $23.8K | ﹤0.01% | 1,570 | – | – | |||
| $23.8K | ﹤0.01% | +287 | New | +$23.8K | |||
| $23.8K | ﹤0.01% | 137 +64 | +88% | +$11.1K | |||
| $23.6K | ﹤0.01% | 2,000 | – | – | |||
| $23.6K | ﹤0.01% | 400 | – | – | |||
| $23.5K | ﹤0.01% | 391 -44 | -10% | -$2.64K | |||
| $23.4K | ﹤0.01% | 1,800 | – | – | |||
| $23.3K | ﹤0.01% | 2,821 +381 | +16% | +$3.15K | |||
| $23.2K | ﹤0.01% | 200 | – | – | |||
| $23.2K | ﹤0.01% | 254 +154 | +154% | +$14.1K | |||
| $23.2K | ﹤0.01% | 725 | – | – | |||
| $23.2K | ﹤0.01% | 244 | – | – | |||
| $23.1K | ﹤0.01% | 136 +36 | +36% | +$6.12K | |||
| $23.1K | ﹤0.01% | 370 +110 | +42% | +$6.87K | |||
| $23K | ﹤0.01% | 106 | – | – | |||
| $23K | ﹤0.01% | 1,000 | – | – | |||
| $22.9K | ﹤0.01% | 1,000 | – | – | |||
| $22.8K | ﹤0.01% | 617 -51 | -8% | -$1.89K | |||
| $22.7K | ﹤0.01% | 205 -9 | -4% | -$999 | |||
| $22.6K | ﹤0.01% | 321 -191 | -37% | -$13.5K | |||
| $22.6K | ﹤0.01% | +1,673 | New | +$22.6K | |||
| $22.5K | ﹤0.01% | 285 -203 | -42% | -$16K | |||
| $22.5K | ﹤0.01% | 776 -205 | -21% | -$5.94K |
