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 | |
|---|---|---|---|---|---|---|---|
| $279K | 0% | 10,199 -459 | -4% | -$12.5K | |||
| $277K | 0% | 3,848 -1,909 | -33% | -$137K | |||
| $275K | 0% | 3,377 -23,422 | -87% | -$1.91M | |||
| $274K | 0% | 4,029 +902 | +29% | +$61.3K | |||
| $273K | 0% | 5,600 -360 | -6% | -$17.6K | |||
| $273K | 0% | 3,774 | – | – | |||
| $272K | 0% | 10,064 +437 | +5% | +$11.8K | |||
| $270K | 0% | 2,813 | – | – | |||
| $270K | 0% | 2,625 -222 | -8% | -$22.8K | |||
| $270K | 0% | 14,044 -9,050 | -39% | -$174K | |||
| $268K | 0% | 8,904 +504 | +6% | +$15.2K | |||
| $264K | 0% | 26,160 +6,500 | +33% | +$65.5K | |||
| $262K | 0% | 1,072 +259 | +32% | +$63.3K | |||
| $262K | 0% | 2,656 +356 | +15% | +$35.1K | |||
| $261K | 0% | 4,625 | – | – | |||
| $260K | 0% | 9,390 +2,111 | +29% | +$58.5K | |||
| $260K | 0% | 36,900 -2,898 | -7% | -$20.4K | |||
| $258K | 0% | 30,264 +29,700 | +5,266% | +$253K | |||
| $257K | 0% | 1,499 -8 | -0.5% | -$1.37K | |||
| $256K | 0% | 2,721 -18 | -0.7% | -$1.7K | |||
| $256K | 0% | 3,445 -12 | -0.4% | -$891 | |||
| $254K | 0% | 21,340 +987 | +5% | +$11.7K | |||
| $254K | 0% | 1,402 +31 | +2% | +$5.61K | |||
| $253K | 0% | 14,141 | New | +$253K | |||
| $252K | 0% | 3,580 +89 | +3% | +$6.27K |
