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 | |
|---|---|---|---|---|---|---|---|
| $252K | 0% | 2,426 +401 | +20% | +$41.7K | |||
| $252K | 0% | 9,230 +28 | +0.3% | +$764 | |||
| $252K | 0% | 6,655 -311 | -4% | -$11.8K | |||
| $251K | 0% | 12,977 | – | – | |||
| $250K | 0% | 1,704 +20 | +1% | +$2.94K | |||
| $250K | 0% | 3,326 +1,625 | +96% | +$122K | |||
| $248K | 0% | 9,773 +3,663 | +60% | +$93.1K | |||
| $248K | 0% | 4,645 -1,640 | -26% | -$87.5K | |||
| $247K | 0% | 19,111 | – | – | |||
| $247K | 0% | 13,749 -974 | -7% | -$17.5K | |||
| $247K | 0% | 20,000 | – | – | |||
| $246K | 0% | 3,424 -60 | -2% | -$4.32K | |||
| $244K | 0% | 5,033 | – | – | |||
| $244K | 0% | 5,596 -191 | -3% | -$8.31K | |||
| $243K | 0% | 4,524 -756 | -14% | -$40.6K | |||
| $242K | 0% | 2,099 -1,000 | -32% | -$115K | |||
| $239K | 0% | 6,211 -3,340 | -35% | -$129K | |||
| $239K | 0% | 6,597 +1,597 | +32% | +$57.8K | |||
| $238K | 0% | 4,882 -49 | -1% | -$2.39K | |||
| $238K | 0% | 4,765 | New | +$238K | |||
| $237K | 0% | 3,127 +137 | +5% | +$10.4K | |||
| $236K | 0% | 18,887 -26,083 | -58% | -$326K | |||
| $236K | 0% | 1,422 +538 | +61% | +$89.2K | |||
| $236K | 0% | 42,924 | New | +$236K | |||
| $234K | 0% | 16,910 -3,500 | -17% | -$48.5K |
