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 | |
|---|---|---|---|---|---|---|---|
| $17.4K | ﹤0.01% | 360 -145 | -29% | -$7.02K | |||
| $17.4K | ﹤0.01% | 1,088 | – | – | |||
| $17.4K | ﹤0.01% | 5,000 -5,000 | -50% | -$17.4K | |||
| $17.2K | ﹤0.01% | 2,131 +2 | +0.1% | +$16 | |||
| $17.2K | ﹤0.01% | 29,337 | – | – | |||
| $17.1K | ﹤0.01% | 75 +70 | +1,400% | +$16K | |||
| $17.1K | ﹤0.01% | 2,500 | – | – | |||
| $17K | ﹤0.01% | 167 -28 | -14% | -$2.86K | |||
| $17K | ﹤0.01% | 1,475 -369 | -20% | -$4.24K | |||
| $17K | ﹤0.01% | 2,000 | – | – | |||
| $16.9K | ﹤0.01% | 110 +65 | +144% | +$9.96K | |||
| $16.9K | ﹤0.01% | +495 | New | +$16.9K | |||
| $16.8K | ﹤0.01% | 20,000 | – | – | |||
| $16.8K | ﹤0.01% | 1,403 +539 | +62% | +$6.45K | |||
| $16.8K | ﹤0.01% | 573 -4,203 | -88% | -$123K | |||
| $16.7K | ﹤0.01% | 240 | – | – | |||
| $16.5K | ﹤0.01% | 536 +93 | +21% | +$2.87K | |||
| $16.5K | ﹤0.01% | 394 +305 | +343% | +$12.7K | |||
| $16.4K | ﹤0.01% | 449 -354 | -44% | -$12.9K | |||
| $16.2K | ﹤0.01% | 675 -695 | -51% | -$16.7K | |||
| $16.2K | ﹤0.01% | 43 | – | – | |||
| $16.2K | ﹤0.01% | 73 -511 | -88% | -$113K | |||
| $16.2K | ﹤0.01% | +721 | New | +$16.2K | |||
| $16.1K | ﹤0.01% | 1,215 -280 | -19% | -$3.7K | |||
| $16K | ﹤0.01% | 272 | – | – |
