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 | |
|---|---|---|---|---|---|---|---|
| $13.3M | 0.03% | 110,534 +105,055 | +1,917% | +$12.6M | |||
| $13.1M | 0.03% | 130,725 -36,841 | -22% | -$3.68M | |||
| $13M | 0.03% | 59,316 -17,312 | -23% | -$3.8M | |||
| $13M | 0.03% | 137,599 -987 | -0.7% | -$92.9K | |||
| $12.9M | 0.03% | 58,368 -29,835 | -34% | -$6.62M | |||
| $12.6M | 0.03% | 356,364 -274,759 | -44% | -$9.68M | |||
| $12.5M | 0.03% | 57,717 -4,980 | -8% | -$1.08M | |||
| $12.5M | 0.03% | 177,649 +12,344 | +7% | +$868K | |||
| $12.4M | 0.03% | 71,356 +5,284 | +8% | +$918K | |||
| $12.3M | 0.03% | 141,816 +3,993 | +3% | +$347K | |||
| $12.1M | 0.03% | 80,215 -4,602 | -5% | -$692K | |||
| $11.7M | 0.02% | 28,365 +136 | +0.5% | +$56.2K | |||
| $11.3M | 0.02% | 41,549 -2,863 | -6% | -$779K | |||
| $11.2M | 0.02% | 40,999 -280 | -0.7% | -$76.7K | |||
| $11.2M | 0.02% | 190,899 +5,591 | +3% | +$328K | |||
| $11.2M | 0.02% | 152,317 +5,690 | +4% | +$418K | |||
| $11M | 0.02% | 104,239 -2,746 | -3% | -$289K | |||
| $10.6M | 0.02% | 103,625 -2,931 | -3% | -$300K | |||
| $10.5M | 0.02% | 39,315 +415 | +1% | +$111K | |||
| $10.5M | 0.02% | 70,036 -2,035 | -3% | -$304K | |||
| $10.4M | 0.02% | 412,587 | – | – | |||
| $10.3M | 0.02% | 46,484 -2,602 | -5% | -$574K | |||
| $10.2M | 0.02% | 197,323 -9,462 | -5% | -$490K | |||
| $10.2M | 0.02% | 316,646 -49,972 | -14% | -$1.61M | |||
| $10.1M | 0.02% | 2,421 +27 | +1% | +$112K |
