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 | |
|---|---|---|---|---|---|---|---|
| $391K | 0% | 8,641 +81 | +1% | +$3.66K | |||
| $388K | 0% | 4,243 +74 | +2% | +$6.77K | |||
| $388K | 0% | 331,476 | – | – | |||
| $383K | 0% | 15,464 -1,878 | -11% | -$46.5K | |||
| $382K | 0% | 3,944 -62 | -2% | -$6K | |||
| $381K | 0% | 4,862 -7,676 | -61% | -$602K | |||
| $381K | 0% | 818 -1 | -0.1% | -$465 | |||
| $381K | 0% | 2,655 -210 | -7% | -$30.1K | |||
| $378K | 0% | 4,130 +912 | +28% | +$83.5K | |||
| $377K | 0% | 739 -114 | -13% | -$58.2K | |||
| $375K | 0% | 48,536 +21,701 | +81% | +$168K | |||
| $372K | 0% | 16,244 +6,836 | +73% | +$157K | |||
| $372K | 0% | 170,721 -32 | -0% | -$70 | |||
| $372K | 0% | 45,111 -3,000 | -6% | -$24.8K | |||
| $371K | 0% | 7,085 +8 | +0.1% | +$419 | |||
| $370K | 0% | 5,560 -70 | -1% | -$4.66K | |||
| $368K | 0% | 5,380 | – | – | |||
| $368K | 0% | 11,019 -640 | -5% | -$21.4K | |||
| $367K | 0% | 4,451 -164,090 | -97% | -$13.5M | |||
| $366K | 0% | 4,491 -106 | -2% | -$8.64K | |||
| $366K | 0% | 5,043 -1,396 | -22% | -$101K | |||
| $364K | 0% | 5,750 +5,350 | +1,338% | +$339K | |||
| $363K | 0% | 15,435 -75 | -0.5% | -$1.77K | |||
| $362K | 0% | 8,090 +536 | +7% | +$24K | |||
| $361K | 0% | 15,000 -339 | -2% | -$8.16K |
