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 | |
|---|---|---|---|---|---|---|---|
| $14.8K | ﹤0.01% | +450 | New | +$14.8K | |||
| $14.7K | ﹤0.01% | 89 | – | – | |||
| $14.7K | ﹤0.01% | 1,000 | – | – | |||
| $14.7K | ﹤0.01% | 1,321 -241 | -15% | -$2.68K | |||
| $14.6K | ﹤0.01% | 2,308 | – | – | |||
| $14.6K | ﹤0.01% | +10,000 | New | +$14.6K | |||
| $14.5K | ﹤0.01% | +2,430 | New | +$14.5K | |||
| $14.5K | ﹤0.01% | 300 | – | – | |||
| $14.5K | ﹤0.01% | +2,562 | New | +$14.5K | |||
| $14.4K | ﹤0.01% | 295 +39 | +15% | +$1.9K | |||
| $14.4K | ﹤0.01% | 675 +25 | +4% | +$532 | |||
| $14.3K | ﹤0.01% | 3,101 | – | – | |||
| $14.3K | ﹤0.01% | +598 | New | +$14.3K | |||
| $14.3K | ﹤0.01% | 171 -51 | -23% | -$4.26K | |||
| $14.3K | ﹤0.01% | +1,164 | New | +$14.3K | |||
| $14.2K | ﹤0.01% | 150 | – | – | |||
| $14.2K | ﹤0.01% | 212 -362 | -63% | -$24.2K | |||
| $14.2K | ﹤0.01% | 2,285 -707,660 | -100% | -$4.39M | |||
| $14.2K | ﹤0.01% | +1,000 | New | +$14.2K | |||
| $14.1K | ﹤0.01% | +600 | New | +$14.1K | |||
| $14.1K | ﹤0.01% | +3,927 | New | +$14.1K | |||
| $14.1K | ﹤0.01% | 611 +536 | +715% | +$12.4K | |||
| $14K | ﹤0.01% | +943 | New | +$14K | |||
| $14K | ﹤0.01% | 146 +1 | +0.7% | +$96 | |||
| $14K | ﹤0.01% | 500 | – | – |
