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 | |
|---|---|---|---|---|---|---|---|
| $19.6K | ﹤0.01% | 203 +43 | +27% | +$4.16K | |||
| $19.5K | ﹤0.01% | +555 | New | +$19.5K | |||
| $19.5K | ﹤0.01% | 1,000 | – | – | |||
| $19.4K | ﹤0.01% | 500 | – | – | |||
| $19.3K | ﹤0.01% | +650 | New | +$19.3K | |||
| $19.3K | ﹤0.01% | 477 +42 | +10% | +$1.7K | |||
| $19.2K | ﹤0.01% | 250 | – | – | |||
| $19.2K | ﹤0.01% | 993 +10 | +1% | +$193 | |||
| $19.2K | ﹤0.01% | 713 -3,140 | -81% | -$84.4K | |||
| $19.1K | ﹤0.01% | 2,100 +2,000 | +2,000% | +$18.2K | |||
| $19K | ﹤0.01% | +821 | New | +$19K | |||
| $18.9K | ﹤0.01% | 797 +236 | +42% | +$5.61K | |||
| $18.8K | ﹤0.01% | 2,042 | – | – | |||
| $18.8K | ﹤0.01% | 300 | – | – | |||
| $18.8K | ﹤0.01% | 2,000 | – | – | |||
| $18.8K | ﹤0.01% | 250 | – | – | |||
| $18.7K | ﹤0.01% | 334 -48 | -13% | -$2.69K | |||
| $18.6K | ﹤0.01% | 402 -422 | -51% | -$19.6K | |||
| $18.6K | ﹤0.01% | 369 -272 | -42% | -$13.7K | |||
| $18.5K | ﹤0.01% | 286 -86 | -23% | -$5.58K | |||
| $18.5K | ﹤0.01% | +1,000 | New | +$18.5K | |||
| $18.5K | ﹤0.01% | 417 | – | – | |||
| $18.4K | ﹤0.01% | 413 -5,529 | -93% | -$246K | |||
| $18.4K | ﹤0.01% | 1,033 -1,427 | -58% | -$25.4K | |||
| $18.3K | ﹤0.01% | 578 | – | – |
