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 | |
|---|---|---|---|---|---|---|---|
| $5.08K | ﹤0.01% | +193 | New | +$5.08K | |||
| $5.08K | ﹤0.01% | 359 +221 | +160% | +$3.13K | |||
| $5.07K | ﹤0.01% | 86 | – | – | |||
| $5.03K | ﹤0.01% | 66 -153 | -70% | -$11.6K | |||
| $5.02K | ﹤0.01% | +81 | New | +$5.02K | |||
| $4.98K | ﹤0.01% | 430 | – | – | |||
| $4.98K | ﹤0.01% | 147 -148 | -50% | -$5.01K | |||
| $4.96K | ﹤0.01% | 1,285 | – | – | |||
| $4.96K | ﹤0.01% | +1,137 | New | +$4.96K | |||
| $4.96K | ﹤0.01% | 151 -10 | -6% | -$328 | |||
| $4.92K | ﹤0.01% | 509 | – | – | |||
| $4.91K | ﹤0.01% | 1,000 | – | – | |||
| $4.88K | ﹤0.01% | 119 | – | – | |||
| $4.87K | ﹤0.01% | 720 +283 | +65% | +$1.92K | |||
| $4.87K | ﹤0.01% | 295 | – | – | |||
| $4.86K | ﹤0.01% | 363 +12 | +3% | +$161 | |||
| $4.85K | ﹤0.01% | 188 | – | – | |||
| $4.8K | ﹤0.01% | 700 -2,100 | -75% | -$14.4K | |||
| $4.77K | ﹤0.01% | 148 | – | – | |||
| $4.77K | ﹤0.01% | 58 | – | – | |||
| $4.75K | ﹤0.01% | +21 | New | +$4.75K | |||
| $4.73K | ﹤0.01% | +134 | New | +$4.73K | |||
| $4.72K | ﹤0.01% | 200 +135 | +208% | +$3.19K | |||
| $4.65K | ﹤0.01% | +53 | New | +$4.65K | |||
| $4.61K | ﹤0.01% | 276 | – | – |
