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 | |
|---|---|---|---|---|---|---|---|
| $16K | ﹤0.01% | 1,232 | – | – | |||
| $16K | ﹤0.01% | 1,194 -423 | -26% | -$5.66K | |||
| $15.9K | ﹤0.01% | 10,000 | – | – | |||
| $15.9K | ﹤0.01% | 321 | – | – | |||
| $15.8K | ﹤0.01% | +2,000 | New | +$15.8K | |||
| $15.8K | ﹤0.01% | 582 | – | – | |||
| $15.8K | ﹤0.01% | 425 | – | – | |||
| $15.8K | ﹤0.01% | 750 | – | – | |||
| $15.7K | ﹤0.01% | 700 | – | – | |||
| $15.7K | ﹤0.01% | +550 | New | +$15.7K | |||
| $15.6K | ﹤0.01% | 7,250 -2,807 | -28% | -$6.04K | |||
| $15.6K | ﹤0.01% | 1,800 -3,565 | -66% | -$30.8K | |||
| $15.5K | ﹤0.01% | 175 +25 | +17% | +$2.21K | |||
| $15.4K | ﹤0.01% | 123 -153 | -55% | -$19.2K | |||
| $15.4K | ﹤0.01% | 534 +56 | +12% | +$1.62K | |||
| $15.3K | ﹤0.01% | 3,295 -3,380 | -51% | -$15.7K | |||
| $15.3K | ﹤0.01% | 1,614 | – | – | |||
| $15.3K | ﹤0.01% | +3,300 | New | +$15.3K | |||
| $15.2K | ﹤0.01% | +282 | New | +$15.2K | |||
| $15K | ﹤0.01% | 199 -195 | -49% | -$14.7K | |||
| $14.8K | ﹤0.01% | 246 -15 | -6% | -$903 | |||
| $14.8K | ﹤0.01% | 223 -720 | -76% | -$47.8K | |||
| $14.8K | ﹤0.01% | 1,022 -1,060 | -51% | -$15.4K | |||
| $14.8K | ﹤0.01% | 190 | – | – | |||
| $14.8K | ﹤0.01% | 2,063 -3 | -0.2% | -$21 |
