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 | |
|---|---|---|---|---|---|---|---|
| $6.07K | ﹤0.01% | +136 | New | +$6.07K | |||
| $5.98K | ﹤0.01% | +193 | New | +$5.98K | |||
| $5.93K | ﹤0.01% | 2,500 | – | – | |||
| $5.9K | ﹤0.01% | 30 | – | – | |||
| $5.88K | ﹤0.01% | 136 +52 | +62% | +$2.25K | |||
| $5.86K | ﹤0.01% | 887 +797 | +886% | +$5.27K | |||
| $5.86K | ﹤0.01% | 364 +10 | +3% | +$161 | |||
| $5.85K | ﹤0.01% | +571 | New | +$5.85K | |||
| $5.84K | ﹤0.01% | +66 | New | +$5.84K | |||
| $5.84K | ﹤0.01% | 183 +178 | +3,560% | +$5.68K | |||
| $5.84K | ﹤0.01% | 150 -214 | -59% | -$8.33K | |||
| $5.82K | ﹤0.01% | 76 | – | – | |||
| $5.8K | ﹤0.01% | 250 | – | – | |||
| $5.79K | ﹤0.01% | 2,305 | – | – | |||
| $5.66K | ﹤0.01% | 250 -250 | -50% | -$5.66K | |||
| $5.65K | ﹤0.01% | 75 -5 | -6% | -$376 | |||
| $5.64K | ﹤0.01% | 200 | – | – | |||
| $5.63K | ﹤0.01% | 1,075 +624 | +138% | +$3.27K | |||
| $5.63K | ﹤0.01% | 54 -15 | -22% | -$1.56K | |||
| $5.63K | ﹤0.01% | 100 -147 | -60% | -$8.27K | |||
| $5.62K | ﹤0.01% | 384 | – | – | |||
| $5.6K | ﹤0.01% | 1,400 | – | – | |||
| $5.52K | ﹤0.01% | 1,000 -60,500 | -98% | -$334K | |||
| $5.5K | ﹤0.01% | 2,630 | – | – | |||
| $5.45K | ﹤0.01% | 114 | – | – |
