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 | |
|---|---|---|---|---|---|---|---|
| $622K | 0% | 9,505 | – | – | |||
| $615K | 0% | 4,869 +29 | +0.6% | +$3.66K | |||
| $612K | 0% | 5,120 -499 | -9% | -$59.6K | |||
| $609K | 0% | 5,755 -42 | -0.7% | -$4.44K | |||
| $608K | 0% | 18,862 +5,806 | +44% | +$187K | |||
| $606K | 0% | 3,791 +557 | +17% | +$89K | |||
| $603K | 0% | 49,467 -19 | -0% | -$232 | |||
| $601K | 0% | 9,584 +1,809 | +23% | +$113K | |||
| $598K | 0% | 2,476 +192 | +8% | +$46.4K | |||
| $589K | 0% | 44,692 | – | – | |||
| $589K | 0% | 8,445 -511 | -6% | -$35.6K | |||
| $587K | 0% | 178,454 -29,000 | -14% | -$95.4K | |||
| $586K | 0% | 1,470 -117 | -7% | -$46.7K | |||
| $583K | 0% | 5,871 -1,608 | -22% | -$160K | |||
| $583K | 0% | 5,521 +197 | +4% | +$20.8K | |||
| $581K | 0% | 2,469 -34 | -1% | -$8.01K | |||
| $581K | 0% | 7,366 -7,325 | -50% | -$578K | |||
| $575K | 0% | 14,774 -467 | -3% | -$18.2K | |||
| $574K | 0% | 13,534 | – | – | |||
| $574K | 0% | 29,147 +275 | +1% | +$5.42K | |||
| $574K | 0% | 2,792 -2,830 | -50% | -$582K | |||
| $573K | 0% | 9,188 -54 | -0.6% | -$3.37K | |||
| $572K | 0% | 5,611 +715 | +15% | +$72.8K | |||
| $571K | 0% | 166,019 -14,700 | -8% | -$50.6K | |||
| $562K | 0% | 434 +2 | +0.5% | +$2.59K |
