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 | |
|---|---|---|---|---|---|---|---|
| $764K | 0% | 32,052 +373 | +1% | +$8.9K | |||
| $764K | 0% | 26,156 -10,358 | -28% | -$303K | |||
| $759K | 0% | 6,275 -15 | -0.2% | -$1.81K | |||
| $759K | 0% | 7,165 +56 | +0.8% | +$5.93K | |||
| $758K | 0% | 29,354 +549 | +2% | +$14.2K | |||
| $756K | 0% | 7,250 +474 | +7% | +$49.4K | |||
| $755K | 0% | 19,058 -1,186 | -6% | -$47K | |||
| $750K | 0% | 7,883 -478 | -6% | -$45.5K | |||
| $748K | 0% | 241,425 | – | – | |||
| $745K | 0% | 15,225 +3,171 | +26% | +$155K | |||
| $740K | 0% | 10,303 -119 | -1% | -$8.55K | |||
| $740K | 0% | 10,669 | – | – | |||
| $740K | 0% | 8,560 -54 | -0.6% | -$4.67K | |||
| $739K | 0% | 13,412 -10,894 | -45% | -$601K | |||
| $737K | 0% | 37,012 +14,612 | +65% | +$291K | |||
| $733K | 0% | 7,505 +3,454 | +85% | +$337K | |||
| $733K | 0% | 20,408 +12,976 | +175% | +$466K | |||
| $732K | 0% | 7,124 -1,391 | -16% | -$143K | |||
| $732K | 0% | 6,647 -567 | -8% | -$62.4K | |||
| $730K | 0% | 4,203 -1 | -0% | -$174 | |||
| $727K | 0% | 68,633 -1,359 | -2% | -$14.4K | |||
| $725K | 0% | 33,030 -4,084 | -11% | -$89.6K | |||
| $724K | 0% | 16,283 -35 | -0.2% | -$1.56K | |||
| $724K | 0% | 6,643 +551 | +9% | +$60.1K | |||
| $720K | 0% | 102,598 | – | – |
