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 | |
|---|---|---|---|---|---|---|---|
| $320 | 0% | 10 -27 | -73% | -$864 | |||
| $317 | 0% | 26 | – | – | |||
| $314 | 0% | 300 | – | – | |||
| $313 | 0% | 250 | – | – | |||
| $302 | 0% | 103 -5 | -5% | -$15 | |||
| $299 | 0% | 1,000 | – | – | |||
| $298 | 0% | 11 | New | +$298 | |||
| $295 | 0% | 13 | New | +$295 | |||
| $294 | 0% | 145 | – | – | |||
| $293 | 0% | 500 | – | – | |||
| $285 | 0% | 534 | – | – | |||
| $283 | 0% | 129 | – | – | |||
| $277 | 0% | 60 | New | +$277 | |||
| $275 | 0% | 2 | New | +$275 | |||
| $274 | 0% | 15 -57 | -79% | -$1.04K | |||
| $269 | 0% | 10 -20 | -67% | -$538 | |||
| $269 | 0% | 4 -10 | -71% | -$673 | |||
| $262 | 0% | 50 | – | – | |||
| $255 | 0% | 30 | – | – | |||
| $249 | 0% | 30 | – | – | |||
| $242 | 0% | 100 | – | – | |||
| $242 | 0% | 233 -92 | -28% | -$96 | |||
| $240 | 0% | 4 | New | +$240 | |||
| $239 | 0% | 288 | – | – | |||
| $238 | 0% | 23 | – | – |
