CIBC Private Wealth Group Portfolio holdings
AUM $47.4B
AUM
$47.4B
AUM Growth
-$7.8B (-14%)
Cap. Flow
+$264M
Cap. Flow % of AUM
0.56%
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 | 24.92% |
| 2 | Financials | 12.67% |
| 3 | Healthcare | 12% |
| 4 | Industrials | 9.27% |
| 5 | Consumer Discretionary | 8.9% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1 | 0% | 0 -860 | Closed | -$5.86K | |||
| $1 | 0% | 13 | New | +$1 | |||
| $1 | 0% | 0 | – | – | |||
| $1 | 0% | 1 | – | – | |||
| $0 | 0% | 0 -100 | Closed | -$26.3K | |||
| $0 | 0% | 0 -1 | Closed | -$1 | |||
| $0 | 0% | 0 -200 | Closed | -$364 | |||
| $0 | 0% | 0 -279,093 | Closed | -$13.3M | |||
| $0 | 0% | 0 -1,146 | Closed | -$6.53K | |||
| $0 | 0% | 0 -393 | Closed | -$38K | |||
| $0 | 0% | 0 -62 | Closed | -$3.87K | |||
| $0 | 0% | 0 -200 | Closed | -$6.56K | |||
| $0 | 0% | 0 -119 | Closed | -$6.23K | |||
| $0 | 0% | 0 -964 | Closed | -$9.81K | |||
| $0 | 0% | 0 -200 | Closed | -$13.7K | |||
| $0 | 0% | 0 -538 | Closed | -$41K | |||
| $0 | 0% | 0 -6,625 | Closed | -$275K | |||
| $0 | 0% | 0 -82 | Closed | -$1.18K | |||
| $0 | 0% | 0 -156 | Closed | -$11.5K | |||
| $0 | 0% | 0 -782 | Closed | -$22.1K | |||
| $0 | 0% | 0 -247 | Closed | -$9.58K | |||
| $0 | 0% | 0 -122 | Closed | -$3.04K | |||
| $0 | 0% | 0 -1,431 | Closed | -$30.4K | |||
| $0 | 0% | 0 -1 | Closed | -$4 | |||
| $0 | 0% | 0 -382 | Closed | -$11.4K |
