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 | |
|---|---|---|---|---|---|---|---|
| $6.61K | ﹤0.01% | 299 +223 | +293% | +$4.93K | |||
| $6.6K | ﹤0.01% | 277 | – | – | |||
| $6.6K | ﹤0.01% | 84 | – | – | |||
| $6.59K | ﹤0.01% | 370 -135 | -27% | -$2.4K | |||
| $6.56K | ﹤0.01% | 189 | – | – | |||
| $6.51K | ﹤0.01% | 93 +29 | +45% | +$2.03K | |||
| $6.51K | ﹤0.01% | +1,000 | New | +$6.51K | |||
| $6.5K | ﹤0.01% | 1,000 | – | – | |||
| $6.45K | ﹤0.01% | 160 -3,000 | -95% | -$121K | |||
| $6.43K | ﹤0.01% | 196 -156 | -44% | -$5.12K | |||
| $6.41K | ﹤0.01% | +379 | New | +$6.41K | |||
| $6.41K | ﹤0.01% | +165 | New | +$6.41K | |||
| $6.4K | ﹤0.01% | 160 | – | – | |||
| $6.39K | ﹤0.01% | 109 +5 | +5% | +$293 | |||
| $6.33K | ﹤0.01% | 50 +20 | +67% | +$2.53K | |||
| $6.33K | ﹤0.01% | 249 | – | – | |||
| $6.3K | ﹤0.01% | +467 | New | +$6.3K | |||
| $6.29K | ﹤0.01% | 107 +79 | +282% | +$4.64K | |||
| $6.29K | ﹤0.01% | 200 | – | – | |||
| $6.27K | ﹤0.01% | 289 -98 | -25% | -$2.13K | |||
| $6.21K | ﹤0.01% | 93 -201 | -68% | -$13.4K | |||
| $6.2K | ﹤0.01% | 190 | – | – | |||
| $6.18K | ﹤0.01% | 255 +65 | +34% | +$1.58K | |||
| $6.16K | ﹤0.01% | +684 | New | +$6.16K | |||
| $6.15K | ﹤0.01% | 1,000 | – | – |
