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 | |
|---|---|---|---|---|---|---|---|
| $7.05K | ﹤0.01% | 85 -5 | -6% | -$415 | |||
| $7.02K | ﹤0.01% | 750 | – | – | |||
| $6.98K | ﹤0.01% | 41 | – | – | |||
| $6.98K | ﹤0.01% | 300 +231 | +335% | +$5.37K | |||
| $6.97K | ﹤0.01% | 100 | – | – | |||
| $6.95K | ﹤0.01% | 429 -136 | -24% | -$2.2K | |||
| $6.95K | ﹤0.01% | 186 +50 | +37% | +$1.87K | |||
| $6.91K | ﹤0.01% | 82 | – | – | |||
| $6.91K | ﹤0.01% | 92 -67 | -42% | -$5.03K | |||
| $6.9K | ﹤0.01% | 482 +75 | +18% | +$1.07K | |||
| $6.86K | ﹤0.01% | 956 -5,468 | -85% | -$39.3K | |||
| $6.84K | ﹤0.01% | +58 | New | +$6.84K | |||
| $6.84K | ﹤0.01% | 61 +1 | +2% | +$112 | |||
| $6.83K | ﹤0.01% | 685 +75 | +12% | +$748 | |||
| $6.82K | ﹤0.01% | 1,480 -109 | -7% | -$503 | |||
| $6.82K | ﹤0.01% | 50 | – | – | |||
| $6.81K | ﹤0.01% | 200 | – | – | |||
| $6.79K | ﹤0.01% | 453 +328 | +262% | +$4.92K | |||
| $6.77K | ﹤0.01% | +387 | New | +$6.77K | |||
| $6.74K | ﹤0.01% | 130 | – | – | |||
| $6.72K | ﹤0.01% | 176 +126 | +252% | +$4.81K | |||
| $6.71K | ﹤0.01% | +136 | New | +$6.71K | |||
| $6.69K | ﹤0.01% | +308 | New | +$6.69K | |||
| $6.63K | ﹤0.01% | 418 | – | – | |||
| $6.63K | ﹤0.01% | 6,848 | – | – |
