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 | |
|---|---|---|---|---|---|---|---|
| $511K | 0% | 2,841 -680 | -19% | -$122K | |||
| $511K | 0% | 5,921 +6 | +0.1% | +$518 | |||
| $510K | 0% | 20,000 | – | – | |||
| $509K | 0% | 7,247 -42 | -0.6% | -$2.95K | |||
| $507K | 0% | 40,563 +3,239 | +9% | +$40.5K | |||
| $507K | 0% | 11,995 | – | – | |||
| $505K | 0% | 5,625 +440 | +8% | +$39.5K | |||
| $503K | 0% | 18,716 -1,473 | -7% | -$39.6K | |||
| $502K | 0% | 13,522 | – | – | |||
| $500K | 0% | 26,780 | – | – | |||
| $500K | 0% | 7,457 -778,471 | -99% | -$52.2M | |||
| $498K | 0% | 3,074 +76 | +3% | +$12.3K | |||
| $498K | 0% | 3,408 +16 | +0.5% | +$2.34K | |||
| $493K | 0% | 4,703 +892 | +23% | +$93.5K | |||
| $493K | 0% | 15,083 +8,533 | +130% | +$279K | |||
| $492K | 0% | 8,899 -585 | -6% | -$32.4K | |||
| $492K | 0% | 1,694 -265 | -14% | -$77K | |||
| $490K | 0% | 9,114 +5,464 | +150% | +$293K | |||
| $486K | 0% | 2,596 -1,079 | -29% | -$202K | |||
| $486K | 0% | 20,310 +334 | +2% | +$7.99K | |||
| $486K | 0% | 10,732 | New | +$486K | |||
| $485K | 0% | 6,057 +269 | +5% | +$21.6K | |||
| $483K | 0% | 7,277 -2,274 | -24% | -$151K | |||
| $482K | 0% | 2,794 +245 | +10% | +$42.3K | |||
| $479K | 0% | 7,561 | – | – |
