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 | |
|---|---|---|---|---|---|---|---|
| $983K | 0% | 6,575 | New | +$983K | |||
| $979K | 0% | 4,073 +58 | +1% | +$13.9K | |||
| $962K | 0% | 15,369 -2,668 | -15% | -$167K | |||
| $961K | 0% | 9,460 -1,220 | -11% | -$124K | |||
| $956K | 0% | 8,394 +253 | +3% | +$28.8K | |||
| $947K | 0% | 9,765 +3,481 | +55% | +$338K | |||
| $934K | 0% | 1,802 +321 | +22% | +$166K | |||
| $931K | 0% | 10,625 +2,985 | +39% | +$262K | |||
| $927K | 0% | 17,006 +6,656 | +64% | +$363K | |||
| $917K | 0% | 16,909 +383 | +2% | +$20.8K | |||
| $916K | 0% | 13,019 +216 | +2% | +$15.2K | |||
| $912K | 0% | 15,394 -30 | -0.2% | -$1.78K | |||
| $911K | 0% | 10,905 -1,403 | -11% | -$117K | |||
| $910K | 0% | 15,254 -1,209 | -7% | -$72.1K | |||
| $899K | 0% | 8,315 +205 | +3% | +$22.2K | |||
| $889K | 0% | 5,831 +784 | +16% | +$119K | |||
| $888K | 0% | 6,168 -423 | -6% | -$60.9K | |||
| $881K | 0% | 19,621 +2,046 | +12% | +$91.8K | |||
| $878K | 0% | 10,423 -10 | -0.1% | -$842 | |||
| $871K | 0% | 24,281 +543 | +2% | +$19.5K | |||
| $871K | 0% | 17,115 | – | – | |||
| $864K | 0% | 17,255 | – | – | |||
| $862K | 0% | 10,911 +1,492 | +16% | +$118K | |||
| $861K | 0% | 6,454 +331 | +5% | +$44.1K | |||
| $859K | 0% | 30,784 | – | – |
