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 | |
|---|---|---|---|---|---|---|---|
| $3.22K | 0% | 41 | – | – | |||
| $3.2K | 0% | 377 | New | +$3.2K | |||
| $3.2K | 0% | 72 | – | – | |||
| $3.18K | 0% | 33 | – | – | |||
| $3.18K | 0% | 390 | – | – | |||
| $3.18K | 0% | 173 | – | – | |||
| $3.14K | 0% | 251 | – | – | |||
| $3.13K | 0% | 5,000 | New | +$3.13K | |||
| $3.12K | 0% | 71 | New | +$3.12K | |||
| $3.09K | 0% | 133 +17 | +15% | +$395 | |||
| $3.07K | 0% | 84 | New | +$3.07K | |||
| $3.06K | 0% | 245 +91 | +59% | +$1.14K | |||
| $3.05K | 0% | 67 +10 | +18% | +$456 | |||
| $3.05K | 0% | 305 -1,892 | -86% | -$18.9K | |||
| $3.02K | 0% | 65 | New | +$3.02K | |||
| $2.99K | 0% | 200 | – | – | |||
| $2.99K | 0% | 103 | New | +$2.99K | |||
| $2.98K | 0% | 809 | – | – | |||
| $2.97K | 0% | 74 | New | +$2.97K | |||
| $2.97K | 0% | 450 | – | – | |||
| $2.96K | 0% | 83 -18 | -18% | -$642 | |||
| $2.96K | 0% | 164 | New | +$2.96K | |||
| $2.94K | 0% | 450 -50 | -10% | -$327 | |||
| $2.92K | 0% | 218 | New | +$2.92K | |||
| $2.92K | 0% | 14 | New | +$2.92K |
