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 | |
|---|---|---|---|---|---|---|---|
| $5.39K | ﹤0.01% | 1,140 -1,208 | -51% | -$5.71K | |||
| $5.38K | ﹤0.01% | 214 | – | – | |||
| $5.35K | ﹤0.01% | 173 +90 | +108% | +$2.78K | |||
| $5.34K | ﹤0.01% | +382 | New | +$5.34K | |||
| $5.33K | ﹤0.01% | 150 +50 | +50% | +$1.78K | |||
| $5.31K | ﹤0.01% | 1,800 | – | – | |||
| $5.27K | ﹤0.01% | +252 | New | +$5.27K | |||
| $5.27K | ﹤0.01% | 250 | – | – | |||
| $5.26K | ﹤0.01% | 135 -20 | -13% | -$779 | |||
| $5.25K | ﹤0.01% | 57 +47 | +470% | +$4.33K | |||
| $5.25K | ﹤0.01% | 18 -20 | -53% | -$5.83K | |||
| $5.24K | ﹤0.01% | 10,050 | – | – | |||
| $5.23K | ﹤0.01% | +233 | New | +$5.23K | |||
| $5.23K | ﹤0.01% | 49 +1 | +2% | +$107 | |||
| $5.23K | ﹤0.01% | 168 | – | – | |||
| $5.22K | ﹤0.01% | 1,451 +451 | +45% | +$1.62K | |||
| $5.2K | ﹤0.01% | 400 | – | – | |||
| $5.18K | ﹤0.01% | 351 +12 | +4% | +$177 | |||
| $5.17K | ﹤0.01% | 59 -986 | -94% | -$86.3K | |||
| $5.16K | ﹤0.01% | 85 -656 | -89% | -$39.8K | |||
| $5.14K | ﹤0.01% | 264 -58 | -18% | -$1.13K | |||
| $5.12K | ﹤0.01% | 205 -168 | -45% | -$4.2K | |||
| $5.12K | ﹤0.01% | +253 | New | +$5.12K | |||
| $5.12K | ﹤0.01% | +250 | New | +$5.12K | |||
| $5.09K | ﹤0.01% | 407 | – | – |
