CIBC Private Wealth Group Portfolio holdings
AUM $47.4B
AUM
$47.4B
AUM Growth
-$7.8B (-14%)
Cap. Flow
+$328M
Cap. Flow % of AUM
0.69%
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 | 24.96% |
| 2 | Financials | 12.67% |
| 3 | Healthcare | 12% |
| 4 | Industrials | 9.28% |
| 5 | Consumer Discretionary | 8.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $4.1K | 0% | 47 -158 | -77% | -$13.8K | |||
| $4.09K | 0% | 229 | New | +$4.09K | |||
| $4.08K | 0% | 108 -534 | -83% | -$20.2K | |||
| $4.07K | 0% | 321 | New | +$4.07K | |||
| $4.07K | 0% | 171 | New | +$4.07K | |||
| $4.07K | 0% | 229 -547 | -70% | -$9.71K | |||
| $4.05K | 0% | 444 -2 | -0.5% | -$18 | |||
| $4.05K | 0% | 108 | – | – | |||
| $4.05K | 0% | 100 | New | +$4.05K | |||
| $4.04K | 0% | 175 +77 | +79% | +$1.78K | |||
| $4.04K | 0% | 325 | New | +$4.04K | |||
| $4.04K | 0% | 54 +25 | +86% | +$1.87K | |||
| $4.04K | 0% | 234 | New | +$4.04K | |||
| $4.01K | 0% | 562 +545 | +3,206% | +$3.89K | |||
| $3.98K | 0% | 136 | – | – | |||
| $3.98K | 0% | 750 | – | – | |||
| $3.97K | 0% | 80 | New | +$3.97K | |||
| $3.96K | 0% | 1,817 | – | – | |||
| $3.95K | 0% | 125 | – | – | |||
| $3.93K | 0% | 28 +12 | +75% | +$1.69K | |||
| $3.93K | 0% | 1,482 +701 | +90% | +$1.86K | |||
| $3.92K | 0% | 204 +3 | +1% | +$58 | |||
| $3.92K | 0% | 359 +144 | +67% | +$1.57K | |||
| $3.92K | 0% | 210 | – | – | |||
| $3.91K | 0% | 180 +47 | +35% | +$1.02K |
