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 | |
|---|---|---|---|---|---|---|---|
| $2.91K | 0% | 150 | New | +$2.91K | |||
| $2.9K | 0% | 70 | – | – | |||
| $2.89K | 0% | 81 | New | +$2.89K | |||
| $2.88K | 0% | 685 | – | – | |||
| $2.86K | 0% | 163 -440 | -73% | -$7.73K | |||
| $2.86K | 0% | 141 -2,312 | -94% | -$46.8K | |||
| $2.86K | 0% | 18 | New | +$2.86K | |||
| $2.84K | 0% | 1,420 | – | – | |||
| $2.84K | 0% | 45 | New | +$2.84K | |||
| $2.83K | 0% | 133 -148 | -53% | -$3.15K | |||
| $2.82K | 0% | 154 -103 | -40% | -$1.88K | |||
| $2.8K | 0% | 234 | New | +$2.8K | |||
| $2.8K | 0% | 330 | – | – | |||
| $2.77K | 0% | 320 -310 | -49% | -$2.69K | |||
| $2.77K | 0% | 240 | New | +$2.77K | |||
| $2.73K | 0% | 183 -1,660 | -90% | -$24.8K | |||
| $2.71K | 0% | 58 -319 | -85% | -$14.9K | |||
| $2.71K | 0% | 500 -500 | -50% | -$2.71K | |||
| $2.69K | 0% | 280 | – | – | |||
| $2.69K | 0% | 71 | New | +$2.69K | |||
| $2.68K | 0% | 33 -3,465 | -99% | -$281K | |||
| $2.67K | 0% | 67 -177 | -73% | -$7.05K | |||
| $2.64K | 0% | 44 | New | +$2.64K | |||
| $2.63K | 0% | 70 -30 | -30% | -$1.13K | |||
| $2.61K | 0% | 80 -108,815 | -100% | -$3.56M |
