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 | |
|---|---|---|---|---|---|---|---|
| $1.81M | 0% | 29,203 -8,914 | -23% | -$552K | |||
| $1.81M | 0% | 37,463 +3,380 | +10% | +$163K | |||
| $1.8M | 0% | 25,167 -460 | -2% | -$32.9K | |||
| $1.8M | 0% | 9,853 -1,790 | -15% | -$327K | |||
| $1.79M | 0% | 29,815 +2,194 | +8% | +$132K | |||
| $1.76M | 0% | 10,307 -1,843 | -15% | -$315K | |||
| $1.76M | 0% | 14,112 -2,343 | -14% | -$293K | |||
| $1.75M | 0% | 17,035 -983 | -5% | -$101K | |||
| $1.75M | 0% | 23,852 -508 | -2% | -$37.2K | |||
| $1.74M | 0% | 2,894 -713 | -20% | -$427K | |||
| $1.73M | 0% | 7,967 -3,127 | -28% | -$681K | |||
| $1.73M | 0% | 22,685 -1,942 | -8% | -$148K | |||
| $1.72M | 0% | 16,632 +414 | +3% | +$42.9K | |||
| $1.72M | 0% | 65,241 +6,756 | +12% | +$178K | |||
| $1.69M | 0% | 31,032 -168 | -0.5% | -$9.17K | |||
| $1.69M | 0% | 18,557 +18 | +0.1% | +$1.64K | |||
| $1.66M | 0% | 9,229 +381 | +4% | +$68.7K | |||
| $1.65M | 0% | 151,302 -4,932 | -3% | -$53.8K | |||
| $1.64M | 0% | 15,854 +68 | +0.4% | +$7.02K | |||
| $1.63M | 0% | 26,987 | – | – | |||
| $1.62M | 0% | 4,235 +14 | +0.3% | +$5.34K | |||
| $1.61M | 0% | 17,601 +405 | +2% | +$37.1K | |||
| $1.6M | 0% | 21,908 +306 | +1% | +$22.3K | |||
| $1.6M | 0% | 11,962 -81 | -0.7% | -$10.8K | |||
| $1.57M | 0% | 26,605 -2,282 | -8% | -$135K |
