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 | |
|---|---|---|---|---|---|---|---|
| $452 | 0% | 200 | – | – | |||
| $444 | 0% | 651 -998 | -61% | -$681 | |||
| $441 | 0% | 40 -100 | -71% | -$1.1K | |||
| $432 | 0% | 75 | – | – | |||
| $427 | 0% | 36 | New | +$427 | |||
| $421 | 0% | 376 -3,955 | -91% | -$4.43K | |||
| $407 | 0% | 114 | New | +$407 | |||
| $402 | 0% | 75 | – | – | |||
| $402 | 0% | 100 | New | +$402 | |||
| $402 | 0% | 1,500 | – | – | |||
| $394 | 0% | 100 | – | – | |||
| $392 | 0% | 236 | – | – | |||
| $392 | 0% | 100 | New | +$392 | |||
| $387 | 0% | 5 | New | +$387 | |||
| $384 | 0% | 33 | New | +$384 | |||
| $376 | 0% | 5 | New | +$376 | |||
| $369 | 0% | 80 | – | – | |||
| $368 | 0% | 290 | – | – | |||
| $368 | 0% | 12 | New | +$368 | |||
| $364 | 0% | 23 | New | +$364 | |||
| $359 | 0% | 893 | – | – | |||
| $356 | 0% | 72 -1,155 | -94% | -$5.71K | |||
| $347 | 0% | 39 | – | – | |||
| $344 | 0% | 1,290 | – | – | |||
| $327 | 0% | 6 | New | +$327 |
