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 | |
|---|---|---|---|---|---|---|---|
| $11 | 0% | 0 | – | – | |||
| $11 | 0% | 1 | New | +$11 | |||
| $10 | 0% | 1 | – | – | |||
| $10 | 0% | 0 -272 | Closed | – | |||
| $10 | 0% | 1 | New | +$10 | |||
| $8 | 0% | 2 -28 | -93% | -$112 | |||
| $7 | 0% | 6 | – | – | |||
| $7 | 0% | 0 | – | – | |||
| $5 | 0% | 1 | – | – | |||
| $5 | 0% | 1 | New | +$5 | |||
| $5 | 0% | 1 -146 | -99% | -$730 | |||
| $5 | 0% | 1 | New | +$5 | |||
| $4 | 0% | 1 -567 | -100% | -$2.27K | |||
| $4 | 0% | 1 | – | – | |||
| $4 | 0% | 1 | – | – | |||
| $4 | 0% | 1 | New | +$4 | |||
| $4 | 0% | 3 -22 | -88% | -$29 | |||
| $3 | 0% | 1 | New | +$3 | |||
| $3 | 0% | 0 | – | – | |||
| $3 | 0% | 0 | – | – | |||
| $3 | 0% | 0 | – | – | |||
| $2 | 0% | 1 -1,045 | -100% | -$2.09K | |||
| $2 | 0% | 1 | – | – | |||
| $2 | 0% | 0 | – | – | |||
| $2 | 0% | 1 | New | +$2 |
