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 | |
|---|---|---|---|---|---|---|---|
| $1.56M | 0% | 26,917 -1,793 | -6% | -$104K | |||
| $1.56M | 0% | 15,033 +114 | +0.8% | +$11.8K | |||
| $1.56M | 0% | 21,128 +152 | +0.7% | +$11.2K | |||
| $1.55M | 0% | 28,380 | – | – | |||
| $1.54M | 0% | 200,072 +34,953 | +21% | +$269K | |||
| $1.54M | 0% | 61,038 | – | – | |||
| $1.53M | 0% | 9,422 +2,056 | +28% | +$335K | |||
| $1.53M | 0% | 11,126 +2,181 | +24% | +$300K | |||
| $1.52M | 0% | 30,143 -1,378 | -4% | -$69.6K | |||
| $1.51M | 0% | 8,587 -19 | -0.2% | -$3.34K | |||
| $1.5M | 0% | 57,270 +7,072 | +14% | +$185K | |||
| $1.49M | 0% | 5,848 +29 | +0.5% | +$7.4K | |||
| $1.49M | 0% | 31,186 -11,695 | -27% | -$558K | |||
| $1.49M | 0% | 19,117 -1,411 | -7% | -$110K | |||
| $1.47M | 0% | 10,459 -33,142 | -76% | -$4.67M | |||
| $1.46M | 0% | 17,127 -4,098 | -19% | -$350K | |||
| $1.46M | 0% | 20,929 +1,473 | +8% | +$103K | |||
| $1.45M | 0% | 182,897 -503,411 | -73% | -$4M | |||
| $1.4M | 0% | 18,336 -1,563 | -8% | -$119K | |||
| $1.39M | 0% | 25,087 -986 | -4% | -$54.7K | |||
| $1.39M | 0% | 6,101 -263 | -4% | -$60K | |||
| $1.39M | 0% | 33,505 -6,604 | -16% | -$274K | |||
| $1.38M | 0% | 20,213 +1,083 | +6% | +$73.8K | |||
| $1.37M | 0% | 11,944 -757 | -6% | -$87.1K | |||
| $1.37M | 0% | 5,769 +3,442 | +148% | +$818K |
