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 | |
|---|---|---|---|---|---|---|---|
| $234K | 0% | 12,740 +548 | +4% | +$10.1K | |||
| $233K | 0% | 9,688 +5 | +0.1% | +$120 | |||
| $233K | 0% | 4,046 +993 | +33% | +$57.1K | |||
| $232K | 0% | 4,500 -122 | -3% | -$6.3K | |||
| $232K | 0% | 5,074 +630 | +14% | +$28.8K | |||
| $231K | 0% | 5,696 +129 | +2% | +$5.24K | |||
| $231K | 0% | 1,743 -431 | -20% | -$57.1K | |||
| $231K | 0% | 4,067 +23 | +0.6% | +$1.31K | |||
| $231K | 0% | 866 -50 | -5% | -$13.3K | |||
| $230K | 0% | 9,032 | – | – | |||
| $227K | 0% | 11,978 +3,390 | +39% | +$64.2K | |||
| $225K | 0% | 6,228 +120 | +2% | +$4.34K | |||
| $223K | 0% | 2,847 +1,365 | +92% | +$107K | |||
| $223K | 0% | 7,915 +2,518 | +47% | +$70.8K | |||
| $222K | 0% | 2,196 | – | – | |||
| $221K | 0% | 2,229 +1 | +0% | +$99 | |||
| $221K | 0% | 3,317 -786 | -19% | -$52.3K | |||
| $221K | 0% | 4,543 | – | – | |||
| $220K | 0% | 4,422 -642 | -13% | -$32K | |||
| $220K | 0% | 4,358 | – | – | |||
| $219K | 0% | 38,776 -4,994 | -11% | -$28.3K | |||
| $219K | 0% | 9,370 | – | – | |||
| $218K | 0% | 7,541 -1,292 | -15% | -$37.4K | |||
| $218K | 0% | 1,034 +42 | +4% | +$8.85K | |||
| $218K | 0% | 14,123 -100 | -0.7% | -$1.54K |
