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 | |
|---|---|---|---|---|---|---|---|
| $8.9K | ﹤0.01% | 800 | – | – | |||
| $8.84K | ﹤0.01% | 528 | – | – | |||
| $8.76K | ﹤0.01% | 357 +7 | +2% | +$172 | |||
| $8.75K | ﹤0.01% | 301 +1 | +0.3% | +$29 | |||
| $8.72K | ﹤0.01% | 250 -2,627 | -91% | -$91.7K | |||
| $8.72K | ﹤0.01% | 276 -50 | -15% | -$1.58K | |||
| $8.71K | ﹤0.01% | +267 | New | +$8.71K | |||
| $8.67K | ﹤0.01% | 357 +157 | +79% | +$3.81K | |||
| $8.64K | ﹤0.01% | 415 +385 | +1,283% | +$8.02K | |||
| $8.6K | ﹤0.01% | 795 -1 | -0.1% | -$11 | |||
| $8.57K | ﹤0.01% | 600 | – | – | |||
| $8.53K | ﹤0.01% | 300 -941 | -76% | -$26.8K | |||
| $8.52K | ﹤0.01% | 658 -2,700 | -80% | -$34.9K | |||
| $8.51K | ﹤0.01% | +1,000 | New | +$8.51K | |||
| $8.49K | ﹤0.01% | 1,100 -78,900 | -99% | -$609K | |||
| $8.47K | ﹤0.01% | +3,500 | New | +$8.47K | |||
| $8.43K | ﹤0.01% | 160 | – | – | |||
| $8.4K | ﹤0.01% | 1,372 | – | – | |||
| $8.39K | ﹤0.01% | 1,125 | – | – | |||
| $8.33K | ﹤0.01% | 152 | – | – | |||
| $8.31K | ﹤0.01% | 1,126 +239 | +27% | +$1.76K | |||
| $8.31K | ﹤0.01% | 2,564 -6,552 | -72% | -$21.2K | |||
| $8.27K | ﹤0.01% | 4,200 +1,000 | +31% | +$1.97K | |||
| $8.27K | ﹤0.01% | 722 +454 | +169% | +$5.2K | |||
| $8.2K | ﹤0.01% | 400 | – | – |
