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 | |
|---|---|---|---|---|---|---|---|
| $22 | 0% | 15 | – | – | |||
| $22 | 0% | 2 +1 | +100% | +$11 | |||
| $22 | 0% | 3 | – | – | |||
| $21 | 0% | 3 | – | – | |||
| $21 | 0% | 13 -5,000 | -100% | -$8.08K | |||
| $19 | 0% | 1 -5,788 | -100% | -$110K | |||
| $19 | 0% | 1 | New | +$19 | |||
| $19 | 0% | 1 -408 | -100% | -$7.75K | |||
| $17 | 0% | 1 -1,526 | -100% | -$25.9K | |||
| $17 | 0% | 3 | New | +$17 | |||
| $17 | 0% | 1 | New | +$17 | |||
| $17 | 0% | 1 | – | – | |||
| $17 | 0% | 3 -1,665 | -100% | -$9.44K | |||
| $16 | 0% | 7,950 | New | +$16 | |||
| $15 | 0% | 31 -40 | -56% | -$19 | |||
| $14 | 0% | 33 -2,384 | -99% | -$1.01K | |||
| $14 | 0% | 1 | New | +$14 | |||
| $14 | 0% | 1 | New | +$14 | |||
| $14 | 0% | 1 | – | – | |||
| $13 | 0% | 40 | – | – | |||
| $13 | 0% | 1 | New | +$13 | |||
| $13 | 0% | 1 -143 | -99% | -$1.86K | |||
| $12 | 0% | 3 -47 | -94% | -$188 | |||
| $12 | 0% | 1 | – | – | |||
| $11 | 0% | 1 | New | +$11 |
