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 | |
|---|---|---|---|---|---|---|---|
| $360K | 0% | 8,400 | – | – | |||
| $360K | 0% | 4,471 -88 | -2% | -$7.08K | |||
| $359K | 0% | 2,566 -243 | -9% | -$34K | |||
| $358K | 0% | 5,877 -6 | -0.1% | -$366 | |||
| $358K | 0% | 14,313 +4 | +0% | +$100 | |||
| $358K | 0% | 7,365 +418 | +6% | +$20.3K | |||
| $356K | 0% | 7,254 -157,965 | -96% | -$7.75M | |||
| $355K | 0% | 12,707 -3,883 | -23% | -$109K | |||
| $355K | 0% | 14,569 +3,471 | +31% | +$84.6K | |||
| $354K | 0% | 6,884 +225 | +3% | +$11.6K | |||
| $354K | 0% | 70,700 +12,000 | +20% | +$60K | |||
| $353K | 0% | 18,864 | – | – | |||
| $352K | 0% | 3,122 +109 | +4% | +$12.3K | |||
| $351K | 0% | 1,468 -63 | -4% | -$15K | |||
| $348K | 0% | 52 +6 | +13% | +$40.2K | |||
| $346K | 0% | 8,701 +193 | +2% | +$7.66K | |||
| $345K | 0% | 4,799 +183 | +4% | +$13.2K | |||
| $343K | 0% | 1,218 -510 | -30% | -$144K | |||
| $343K | 0% | 9,462 -970 | -9% | -$35.2K | |||
| $342K | 0% | 4,498 +720 | +19% | +$54.8K | |||
| $342K | 0% | 3,486 -892 | -20% | -$87.4K | |||
| $341K | 0% | 2,443 -558 | -19% | -$78K | |||
| $341K | 0% | 2,767 +25 | +0.9% | +$3.08K | |||
| $341K | 0% | 20,448 +2,824 | +16% | +$47K | |||
| $341K | 0% | 4,286 -431 | -9% | -$34.3K |
