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 | |
|---|---|---|---|---|---|---|---|
| $20.8K | ﹤0.01% | 401 | – | – | |||
| $20.8K | ﹤0.01% | 166 +1 | +0.6% | +$125 | |||
| $20.7K | ﹤0.01% | 1,258 +58 | +5% | +$956 | |||
| $20.6K | ﹤0.01% | 1,128 -1,000 | -47% | -$18.2K | |||
| $20.6K | ﹤0.01% | +500 | New | +$20.6K | |||
| $20.5K | ﹤0.01% | 507 -201 | -28% | -$8.11K | |||
| $20.4K | ﹤0.01% | 722 +533 | +282% | +$15.1K | |||
| $20.4K | ﹤0.01% | 3,160 +205 | +7% | +$1.33K | |||
| $20.4K | ﹤0.01% | 385 -188 | -33% | -$9.98K | |||
| $20.4K | ﹤0.01% | 2,489 -8,109 | -77% | -$66.4K | |||
| $20.3K | ﹤0.01% | 3,995 -2 | -0.1% | -$10 | |||
| $20.3K | ﹤0.01% | +1,305 | New | +$20.3K | |||
| $20.2K | ﹤0.01% | 1,214 +248 | +26% | +$4.13K | |||
| $20.2K | ﹤0.01% | 1,996 +20 | +1% | +$202 | |||
| $20K | ﹤0.01% | 335 | – | – | |||
| $20K | ﹤0.01% | 858 +19 | +2% | +$442 | |||
| $19.9K | ﹤0.01% | 300 | – | – | |||
| $19.9K | ﹤0.01% | 200 | – | – | |||
| $19.8K | ﹤0.01% | +215 | New | +$19.8K | |||
| $19.8K | ﹤0.01% | +500 | New | +$19.8K | |||
| $19.7K | ﹤0.01% | 650 +450 | +225% | +$13.7K | |||
| $19.7K | ﹤0.01% | 192 +42 | +28% | +$4.32K | |||
| $19.7K | ﹤0.01% | 1,165 | – | – | |||
| $19.7K | ﹤0.01% | 845 -2,331 | -73% | -$54.3K | |||
| $19.7K | ﹤0.01% | 3,000 | – | – |
