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 | |
|---|---|---|---|---|---|---|---|
| $1.43K | 0% | 282 | New | +$1.43K | |||
| $1.43K | 0% | 85 | – | – | |||
| $1.42K | 0% | 75 | New | +$1.42K | |||
| $1.42K | 0% | 131 | – | – | |||
| $1.41K | 0% | 748 | – | – | |||
| $1.41K | 0% | 106 -138 | -57% | -$1.84K | |||
| $1.4K | 0% | 17 -19 | -53% | -$1.56K | |||
| $1.39K | 0% | 77 | New | +$1.39K | |||
| $1.38K | 0% | 216 -88 | -29% | -$561 | |||
| $1.38K | 0% | 50 | – | – | |||
| $1.38K | 0% | 30 | New | +$1.38K | |||
| $1.37K | 0% | 170 | – | – | |||
| $1.36K | 0% | 106 | New | +$1.36K | |||
| $1.36K | 0% | 107 | – | – | |||
| $1.35K | 0% | 382 | New | +$1.35K | |||
| $1.34K | 0% | 44 -1,212 | -97% | -$36.8K | |||
| $1.34K | 0% | 43 | New | +$1.34K | |||
| $1.33K | 0% | 501 | – | – | |||
| $1.31K | 0% | 169 +112 | +196% | +$868 | |||
| $1.31K | 0% | 300 | – | – | |||
| $1.3K | 0% | 25 -676 | -96% | -$35.2K | |||
| $1.29K | 0% | 179 | New | +$1.29K | |||
| $1.29K | 0% | 50 | – | – | |||
| $1.28K | 0% | 85 +1 | +1% | +$15 | |||
| $1.28K | 0% | 28 | New | +$1.28K |
