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 | |
|---|---|---|---|---|---|---|---|
| $420K | 0% | 250,190 | – | – | |||
| $419K | 0% | 6,794 -280 | -4% | -$17.3K | |||
| $417K | 0% | 2,312 -34 | -1% | -$6.14K | |||
| $417K | 0% | 6,647 -521 | -7% | -$32.7K | |||
| $417K | 0% | 2,406 +62 | +3% | +$10.7K | |||
| $417K | 0% | 6,534 -421 | -6% | -$26.9K | |||
| $416K | 0% | 6,865 -126 | -2% | -$7.64K | |||
| $413K | 0% | 3,629 -121 | -3% | -$13.8K | |||
| $412K | 0% | 9,156 +2,364 | +35% | +$106K | |||
| $410K | 0% | 3,616 -221 | -6% | -$25.1K | |||
| $410K | 0% | 8,719 -1,326 | -13% | -$62.3K | |||
| $408K | 0% | 59,942 | – | – | |||
| $407K | 0% | 5,881 -1,561 | -21% | -$108K | |||
| $407K | 0% | 8,217 -412,279 | -98% | -$20.4M | |||
| $406K | 0% | 4,410 | – | – | |||
| $405K | 0% | 11,516 | – | – | |||
| $405K | 0% | 3,667 +200 | +6% | +$22.1K | |||
| $402K | 0% | 5,069 -1,090 | -18% | -$86.5K | |||
| $402K | 0% | 2,846 +24 | +0.9% | +$3.39K | |||
| $402K | 0% | 8,282 | New | +$402K | |||
| $400K | 0% | 3,989 +1,070 | +37% | +$107K | |||
| $399K | 0% | 11,930 | – | – | |||
| $397K | 0% | 8,909 +3 | +0% | +$134 | |||
| $395K | 0% | 4,204 | – | – | |||
| $395K | 0% | 6,230 -316 | -5% | -$20K |
