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 | |
|---|---|---|---|---|---|---|---|
| $22.4K | ﹤0.01% | 109 -4 | -4% | -$824 | |||
| $22.4K | ﹤0.01% | 562 | – | – | |||
| $22.4K | ﹤0.01% | 578 +519 | +880% | +$20.1K | |||
| $22.4K | ﹤0.01% | 2,393 +452 | +23% | +$4.23K | |||
| $22.2K | ﹤0.01% | 1,321 -200 | -13% | -$3.36K | |||
| $22.2K | ﹤0.01% | 283 -56 | -17% | -$4.39K | |||
| $22K | ﹤0.01% | 305 | – | – | |||
| $22K | ﹤0.01% | 627 -30 | -5% | -$1.05K | |||
| $21.9K | ﹤0.01% | 150 | – | – | |||
| $21.7K | ﹤0.01% | 85 -65 | -43% | -$16.6K | |||
| $21.6K | ﹤0.01% | 1,000 | – | – | |||
| $21.6K | ﹤0.01% | 1,234 +191 | +18% | +$3.34K | |||
| $21.6K | ﹤0.01% | 385 -1,000 | -72% | -$56K | |||
| $21.5K | ﹤0.01% | 244 +75 | +44% | +$6.61K | |||
| $21.4K | ﹤0.01% | +1,685 | New | +$21.4K | |||
| $21.3K | ﹤0.01% | 337 | – | – | |||
| $21.3K | ﹤0.01% | 1,490 | – | – | |||
| $21.2K | ﹤0.01% | 429 | – | – | |||
| $21K | ﹤0.01% | 215 -2,032 | -90% | -$199K | |||
| $21K | ﹤0.01% | 520 +382 | +277% | +$15.4K | |||
| $21K | ﹤0.01% | 1,146 | – | – | |||
| $20.9K | ﹤0.01% | +1,357 | New | +$20.9K | |||
| $20.8K | ﹤0.01% | 2,050 | – | – | |||
| $20.8K | ﹤0.01% | 317 -274 | -46% | -$18K | |||
| $20.8K | ﹤0.01% | 240 | – | – |
