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 | |
|---|---|---|---|---|---|---|---|
| $2.6M | 0.01% | 33,103 -8,769 | -21% | -$688K | |||
| $2.54M | 0.01% | 22,655 -4,066 | -15% | -$455K | |||
| $2.52M | 0.01% | 80,590 +78,705 | +4,175% | +$2.46M | |||
| $2.5M | 0.01% | 104,401 +1,605 | +2% | +$38.5K | |||
| $2.47M | 0.01% | 472,398 -355,593 | -43% | -$1.86M | |||
| $2.43M | 0.01% | 8,772 -565 | -6% | -$157K | |||
| $2.41M | 0.01% | 66,716 +15,174 | +29% | +$548K | |||
| $2.4M | 0.01% | 63,374 +51,556 | +436% | +$1.95M | |||
| $2.38M | 0.01% | 58,032 +181 | +0.3% | +$7.43K | |||
| $2.38M | 0.01% | 91,345 +17,665 | +24% | +$460K | |||
| $2.35M | 0.01% | 12,761 +11,890 | +1,365% | +$2.19M | |||
| $2.33M | 0% | 11,193 -254 | -2% | -$52.9K | |||
| $2.33M | 0% | 20,764 +7,136 | +52% | +$799K | |||
| $2.32M | 0% | 40,427 +6,246 | +18% | +$359K | |||
| $2.3M | 0% | 59,412 -980 | -2% | -$38K | |||
| $2.27M | 0% | 41,500 -68 | -0.2% | -$3.71K | |||
| $2.26M | 0% | 7,172 -37 | -0.5% | -$11.7K | |||
| $2.25M | 0% | 1,940 | – | – | |||
| $2.22M | 0% | 33,402 -12,567 | -27% | -$834K | |||
| $2.16M | 0% | 20,543 -12,236 | -37% | -$1.28M | |||
| $2.16M | 0% | 38,822 -7,748 | -17% | -$430K | |||
| $2.14M | 0% | 20,860 -10 | -0.1% | -$1.02K | |||
| $2.13M | 0% | 95,650 -19,382 | -17% | -$432K | |||
| $2.11M | 0% | 232,915 +26,198 | +13% | +$237K | |||
| $2.09M | 0% | 53,449 -1,087 | -2% | -$42.6K |
