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 | |
|---|---|---|---|---|---|---|---|
| $857K | 0% | 7,442 -560 | -7% | -$64.5K | |||
| $851K | 0% | 2,564 +81 | +3% | +$26.9K | |||
| $851K | 0% | 19,422 -698 | -3% | -$30.6K | |||
| $845K | 0% | 20,029 +350 | +2% | +$14.8K | |||
| $841K | 0% | 10,519 -210 | -2% | -$16.8K | |||
| $838K | 0% | 23,188 +445 | +2% | +$16.1K | |||
| $830K | 0% | 3,982 +131 | +3% | +$27.3K | |||
| $822K | 0% | 22,770 -2,461 | -10% | -$88.9K | |||
| $822K | 0% | 12,542 -1,636 | -12% | -$107K | |||
| $822K | 0% | 9,735 +51 | +0.5% | +$4.31K | |||
| $818K | 0% | 1,778 | – | – | |||
| $808K | 0% | 13,839 +2,499 | +22% | +$146K | |||
| $807K | 0% | 3,258 +113 | +4% | +$28K | |||
| $806K | 0% | 10,703 +945 | +10% | +$71.2K | |||
| $800K | 0% | 9,124 -1,775 | -16% | -$156K | |||
| $796K | 0% | 17,187 -2,285 | -12% | -$106K | |||
| $794K | 0% | 5,174 -4,421 | -46% | -$679K | |||
| $785K | 0% | 67,799 -58,601 | -46% | -$679K | |||
| $782K | 0% | 18,733 | – | – | |||
| $780K | 0% | 55,909 +8,704 | +18% | +$122K | |||
| $779K | 0% | 32,818 | – | – | |||
| $774K | 0% | 411,614 +410,939 | +60,880% | +$773K | |||
| $773K | 0% | 20,560 -467 | -2% | -$17.6K | |||
| $769K | 0% | 8,592 +43 | +0.5% | +$3.85K | |||
| $768K | 0% | 15,131 -2,833 | -16% | -$144K |
