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 | |
|---|---|---|---|---|---|---|---|
| $8.2K | ﹤0.01% | 293 +76 | +35% | +$2.13K | |||
| $8.13K | ﹤0.01% | 201 -1,898 | -90% | -$76.8K | |||
| $8.1K | ﹤0.01% | 800 | – | – | |||
| $8.09K | ﹤0.01% | 262 | – | – | |||
| $8.08K | ﹤0.01% | 662 | – | – | |||
| $8.03K | ﹤0.01% | 250 -250 | -50% | -$8.03K | |||
| $7.97K | ﹤0.01% | 147 -199 | -58% | -$10.8K | |||
| $7.96K | ﹤0.01% | 497 | – | – | |||
| $7.95K | ﹤0.01% | 365 | – | – | |||
| $7.95K | ﹤0.01% | 89 -212 | -70% | -$18.9K | |||
| $7.93K | ﹤0.01% | 203 | – | – | |||
| $7.91K | ﹤0.01% | 200 | – | – | |||
| $7.84K | ﹤0.01% | 1,565 | – | – | |||
| $7.82K | ﹤0.01% | 607 -237 | -28% | -$3.06K | |||
| $7.78K | ﹤0.01% | 500 | – | – | |||
| $7.78K | ﹤0.01% | 61 +6 | +11% | +$765 | |||
| $7.73K | ﹤0.01% | 700 | – | – | |||
| $7.72K | ﹤0.01% | 6,833 | – | – | |||
| $7.7K | ﹤0.01% | 1,758 +978 | +125% | +$4.28K | |||
| $7.69K | ﹤0.01% | 235 +171 | +267% | +$5.59K | |||
| $7.67K | ﹤0.01% | +280 | New | +$7.67K | |||
| $7.63K | ﹤0.01% | 116 +91 | +364% | +$5.98K | |||
| $7.6K | ﹤0.01% | 1,263 | – | – | |||
| $7.6K | ﹤0.01% | 468 -5,172 | -92% | -$84K | |||
| $7.57K | ﹤0.01% | 500 | – | – |
