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 | |
|---|---|---|---|---|---|---|---|
| $84 | 0% | 83 | – | – | |||
| $81 | 0% | 53 | – | – | |||
| $76 | 0% | 2 -19 | -90% | -$722 | |||
| $70 | 0% | 1 | – | – | |||
| $67 | 0% | 50 | New | +$67 | |||
| $67 | 0% | 133 | – | – | |||
| $66 | 0% | 17 | – | – | |||
| $66 | 0% | 20 | – | – | |||
| $65 | 0% | 6 | – | – | |||
| $61 | 0% | 23 | – | – | |||
| $54 | 0% | 100 -999 | -91% | -$539 | |||
| $52 | 0% | 225 | – | – | |||
| $51 | 0% | 105 | – | – | |||
| $45 | 0% | 0 -507 | Closed | – | |||
| $39 | 0% | 6 -104 | -95% | -$676 | |||
| $34 | 0% | 400 | – | – | |||
| $32 | 0% | 7 | – | – | |||
| $31 | 0% | 2 -263 | -99% | -$4.08K | |||
| $30 | 0% | 1 -1,176 | -100% | -$35.3K | |||
| $29 | 0% | 3 | – | – | |||
| $28 | 0% | 1 -8 | -89% | -$224 | |||
| $27 | 0% | 10 | – | – | |||
| $24 | 0% | 1 -205 | -100% | -$4.92K | |||
| $24 | 0% | 2 | – | – | |||
| $23 | 0% | 1 | – | – |
