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 | |
|---|---|---|---|---|---|---|---|
| $9.77K | ﹤0.01% | +180 | New | +$9.77K | |||
| $9.76K | ﹤0.01% | 65 | – | – | |||
| $9.74K | ﹤0.01% | 2,400 | – | – | |||
| $9.73K | ﹤0.01% | 785 -6,447 | -89% | -$79.9K | |||
| $9.72K | ﹤0.01% | +10,526 | New | +$9.72K | |||
| $9.7K | ﹤0.01% | +200 | New | +$9.7K | |||
| $9.66K | ﹤0.01% | 100 | – | – | |||
| $9.64K | ﹤0.01% | 83 -11 | -12% | -$1.28K | |||
| $9.44K | ﹤0.01% | 294 -96 | -25% | -$3.08K | |||
| $9.42K | ﹤0.01% | 300 | – | – | |||
| $9.42K | ﹤0.01% | 438 +434 | +10,850% | +$9.34K | |||
| $9.42K | ﹤0.01% | 390 -73,498 | -99% | -$1.77M | |||
| $9.35K | ﹤0.01% | 519 +112 | +28% | +$2.02K | |||
| $9.29K | ﹤0.01% | 168 | – | – | |||
| $9.27K | ﹤0.01% | 104 | – | – | |||
| $9.26K | ﹤0.01% | +230 | New | +$9.26K | |||
| $9.26K | ﹤0.01% | 85 +5 | +6% | +$544 | |||
| $9.23K | ﹤0.01% | 265 | – | – | |||
| $9.2K | ﹤0.01% | 953 +463 | +94% | +$4.47K | |||
| $9.14K | ﹤0.01% | 2,092 +14 | +0.7% | +$61 | |||
| $9.09K | ﹤0.01% | +598 | New | +$9.09K | |||
| $9.08K | ﹤0.01% | 1,096 +241 | +28% | +$2K | |||
| $9.07K | ﹤0.01% | 570 +500 | +714% | +$7.96K | |||
| $9.02K | ﹤0.01% | 1,177 -235 | -17% | -$1.8K | |||
| $8.9K | ﹤0.01% | 5,000 | – | – |
