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 | |
|---|---|---|---|---|---|---|---|
| $475K | 0% | 4,454 -282 | -6% | -$30.1K | |||
| $475K | 0% | 10,000 | – | – | |||
| $474K | 0% | 9,371 -153 | -2% | -$7.74K | |||
| $473K | 0% | 13,619 -483 | -3% | -$16.8K | |||
| $469K | 0% | 13,297 +12,269 | +1,193% | +$433K | |||
| $469K | 0% | 2,342 -1,041 | -31% | -$208K | |||
| $462K | 0% | 275 +161 | +141% | +$271K | |||
| $457K | 0% | 10,740 | – | – | |||
| $454K | 0% | 3,431 -7,187 | -68% | -$950K | |||
| $453K | 0% | 13,339 -242,775 | -95% | -$8.25M | |||
| $453K | 0% | 18,422 +424 | +2% | +$10.4K | |||
| $452K | 0% | 8,418 -44 | -0.5% | -$2.37K | |||
| $447K | 0% | 6,042 -2,088 | -26% | -$155K | |||
| $445K | 0% | 2,937 -2,575 | -47% | -$390K | |||
| $440K | 0% | 2,001 +62 | +3% | +$13.6K | |||
| $435K | 0% | 16,213 -119 | -0.7% | -$3.19K | |||
| $434K | 0% | 4,578 -1,108 | -19% | -$105K | |||
| $434K | 0% | 8,300 | – | – | |||
| $431K | 0% | 171 -10 | -6% | -$25.2K | |||
| $430K | 0% | 4,235 +1 | +0% | +$101 | |||
| $429K | 0% | 18,400 | – | – | |||
| $428K | 0% | 1,108 -54 | -5% | -$20.9K | |||
| $425K | 0% | 30,567 -9,475 | -24% | -$132K | |||
| $425K | 0% | 500,000 | – | – | |||
| $422K | 0% | 11,036 +4,971 | +82% | +$190K |
