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 | |
|---|---|---|---|---|---|---|---|
| $713K | 0% | 10,637 +368 | +4% | +$24.7K | |||
| $711K | 0% | 13,590 -2,901 | -18% | -$152K | |||
| $710K | 0% | 10,947 -493 | -4% | -$32K | |||
| $706K | 0% | 13,271 +1,623 | +14% | +$86.4K | |||
| $696K | 0% | 6,279 -1,948 | -24% | -$216K | |||
| $695K | 0% | 4,958 | – | – | |||
| $691K | 0% | 12,907 -72 | -0.6% | -$3.86K | |||
| $689K | 0% | 2,349 -82 | -3% | -$24K | |||
| $687K | 0% | 6,669 -618 | -8% | -$63.6K | |||
| $684K | 0% | 7,555 +40 | +0.5% | +$3.62K | |||
| $681K | 0% | 12,972 -154 | -1% | -$8.09K | |||
| $668K | 0% | 4,114 +31 | +0.8% | +$5.03K | |||
| $667K | 0% | 2,837 -145,486 | -98% | -$34.2M | |||
| $662K | 0% | 13,460 -859 | -6% | -$42.2K | |||
| $658K | 0% | 677 +15 | +2% | +$14.6K | |||
| $654K | 0% | 17,367 +16,999 | +4,619% | +$640K | |||
| $640K | 0% | 22,479 | – | – | |||
| $640K | 0% | 18,279 -1,745 | -9% | -$61.1K | |||
| $635K | 0% | 6,016 -14,062 | -70% | -$1.48M | |||
| $634K | 0% | 18,027 -2,000 | -10% | -$70.4K | |||
| $632K | 0% | 2,291 +1 | +0% | +$276 | |||
| $624K | 0% | 71,784 +13,345 | +23% | +$116K | |||
| $624K | 0% | 19,718 -93 | -0.5% | -$2.94K | |||
| $623K | 0% | 22,452 -2,439 | -10% | -$67.7K | |||
| $622K | 0% | 8,617 -305 | -3% | -$22K |
