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 | |
|---|---|---|---|---|---|---|---|
| $7.56K | ﹤0.01% | 600 | – | – | |||
| $7.54K | ﹤0.01% | 147 +63 | +75% | +$3.23K | |||
| $7.52K | ﹤0.01% | 615 | – | – | |||
| $7.52K | ﹤0.01% | 881 +102 | +13% | +$870 | |||
| $7.48K | ﹤0.01% | 340 | – | – | |||
| $7.48K | ﹤0.01% | +90 | New | +$7.48K | |||
| $7.46K | ﹤0.01% | 200 | – | – | |||
| $7.45K | ﹤0.01% | 340 | – | – | |||
| $7.42K | ﹤0.01% | 100 +25 | +33% | +$1.85K | |||
| $7.4K | ﹤0.01% | 320 | – | – | |||
| $7.38K | ﹤0.01% | +89 | New | +$7.38K | |||
| $7.36K | ﹤0.01% | 371 -120 | -24% | -$2.38K | |||
| $7.36K | ﹤0.01% | 52 -17 | -25% | -$2.41K | |||
| $7.3K | ﹤0.01% | +306 | New | +$7.3K | |||
| $7.3K | ﹤0.01% | +220 | New | +$7.3K | |||
| $7.29K | ﹤0.01% | 106 | – | – | |||
| $7.28K | ﹤0.01% | 14 +3 | +27% | +$1.56K | |||
| $7.21K | ﹤0.01% | 44 | – | – | |||
| $7.2K | ﹤0.01% | 1,000 | – | – | |||
| $7.19K | ﹤0.01% | 1,447 +38 | +3% | +$189 | |||
| $7.19K | ﹤0.01% | 500 +367 | +276% | +$5.27K | |||
| $7.16K | ﹤0.01% | 7,300 | – | – | |||
| $7.1K | ﹤0.01% | 330 | – | – | |||
| $7.07K | ﹤0.01% | 163 | – | – | |||
| $7.07K | ﹤0.01% | 100 -734 | -88% | -$51.9K |
