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 | |
|---|---|---|---|---|---|---|---|
| $2.27K | 0% | 93 | – | – | |||
| $2.27K | 0% | 99 | New | +$2.27K | |||
| $2.25K | 0% | 119 | New | +$2.25K | |||
| $2.24K | 0% | 775 | – | – | |||
| $2.24K | 0% | 67 | – | – | |||
| $2.24K | 0% | 22 -505 | -96% | -$51.3K | |||
| $2.24K | 0% | 73 | – | – | |||
| $2.23K | 0% | 102 +17 | +20% | +$371 | |||
| $2.22K | 0% | 57 | New | +$2.22K | |||
| $2.22K | 0% | 96 | – | – | |||
| $2.22K | 0% | 196 | New | +$2.22K | |||
| $2.19K | 0% | 22 -21 | -49% | -$2.09K | |||
| $2.19K | 0% | 31 | New | +$2.19K | |||
| $2.19K | 0% | 65 | – | – | |||
| $2.18K | 0% | 83 | New | +$2.18K | |||
| $2.18K | 0% | 81 -709 | -90% | -$19.1K | |||
| $2.18K | 0% | 200 | New | +$2.18K | |||
| $2.18K | 0% | 97 | New | +$2.18K | |||
| $2.17K | 0% | 38 | New | +$2.17K | |||
| $2.17K | 0% | 125 | – | – | |||
| $2.16K | 0% | 527 -35 | -6% | -$144 | |||
| $2.16K | 0% | 79 | New | +$2.16K | |||
| $2.15K | 0% | 207 -1,200 | -85% | -$12.5K | |||
| $2.15K | 0% | 40 -23 | -37% | -$1.24K | |||
| $2.15K | 0% | 1,063 +483 | +83% | +$976 |
