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 | |
|---|---|---|---|---|---|---|---|
| $1.15M | 0% | 15,748 +4,565 | +41% | +$334K | |||
| $1.15M | 0% | 8,378 | – | – | |||
| $1.14M | 0% | 5,031 +404 | +9% | +$91.5K | |||
| $1.14M | 0% | 4,599 +71 | +2% | +$17.5K | |||
| $1.13M | 0% | 22,339 -5,355 | -19% | -$270K | |||
| $1.12M | 0% | 2,240,000 | New | +$1.12M | |||
| $1.11M | 0% | 1,996 -120 | -6% | -$66.8K | |||
| $1.1M | 0% | 13,498 +288 | +2% | +$23.5K | |||
| $1.09M | 0% | 49,940 +7,340 | +17% | +$161K | |||
| $1.09M | 0% | 62,098 +10,915 | +21% | +$191K | |||
| $1.08M | 0% | 23,640 +258 | +1% | +$11.8K | |||
| $1.06M | 0% | 11,977 +2,587 | +28% | +$228K | |||
| $1.05M | 0% | 6,882 -281 | -4% | -$42.9K | |||
| $1.05M | 0% | 5,219 +100 | +2% | +$20.1K | |||
| $1.04M | 0% | 10,085 -32 | -0.3% | -$3.32K | |||
| $1.04M | 0% | 55,939 -15,281 | -21% | -$285K | |||
| $1.04M | 0% | 8,952 -1,280 | -13% | -$149K | |||
| $1.04M | 0% | 14,353 -609,086 | -98% | -$44.2M | |||
| $1.04M | 0% | 11,370 +217 | +2% | +$19.9K | |||
| $1.03M | 0% | 11,462 +93 | +0.8% | +$8.33K | |||
| $1M | 0% | 4,859 -545 | -10% | -$112K | |||
| $997K | 0% | 22,182 +4,263 | +24% | +$192K | |||
| $994K | 0% | 48,168 | – | – | |||
| $993K | 0% | 889 +4 | +0.5% | +$4.47K | |||
| $990K | 0% | 10,759 +646 | +6% | +$59.4K |
