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 | |
|---|---|---|---|---|---|---|---|
| $1.36M | 0% | 17,385 +6,907 | +66% | +$540K | |||
| $1.35M | 0% | 16,004 +1,886 | +13% | +$159K | |||
| $1.34M | 0% | 13,715 -2,499 | -15% | -$244K | |||
| $1.33M | 0% | 18,021 -7,164 | -28% | -$528K | |||
| $1.32M | 0% | 9,666 -1,497 | -13% | -$204K | |||
| $1.32M | 0% | 60,997 +15,646 | +35% | +$338K | |||
| $1.31M | 0% | 22,165 +753 | +4% | +$44.5K | |||
| $1.3M | 0% | 28,852 +6,340 | +28% | +$286K | |||
| $1.29M | 0% | 6,751 +87 | +1% | +$16.6K | |||
| $1.27M | 0% | 18,490 -532 | -3% | -$36.4K | |||
| $1.26M | 0% | 62,522 -30,494 | -33% | -$617K | |||
| $1.25M | 0% | 14,117 -17,539 | -55% | -$1.56M | |||
| $1.25M | 0% | 61,271 +9,721 | +19% | +$199K | |||
| $1.25M | 0% | 14,348 | – | – | |||
| $1.24M | 0% | 24,185 +3,825 | +19% | +$196K | |||
| $1.21M | 0% | 29,051 +16,743 | +136% | +$700K | |||
| $1.21M | 0% | 21,908 -1,435 | -6% | -$79.2K | |||
| $1.2M | 0% | 5,498 -39 | -0.7% | -$8.54K | |||
| $1.2M | 0% | 67,699 +12,676 | +23% | +$225K | |||
| $1.2M | 0% | 15,660 +22 | +0.1% | +$1.68K | |||
| $1.19M | 0% | 10,956 -216 | -2% | -$23.5K | |||
| $1.18M | 0% | 8,500 +661 | +8% | +$92K | |||
| $1.18M | 0% | 33,023 +3,360 | +11% | +$120K | |||
| $1.16M | 0% | 46,795 -23,797 | -34% | -$591K | |||
| $1.16M | 0% | 4,069 -2,352 | -37% | -$670K |
