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 | |
|---|---|---|---|---|---|---|---|
| $217K | 0% | 4,746 +3,421 | +258% | +$156K | |||
| $216K | 0% | 9,438 -234 | -2% | -$5.36K | |||
| $216K | 0% | 4,208 +4,079 | +3,162% | +$210K | |||
| $215K | 0% | 10,281 -673 | -6% | -$14.1K | |||
| $214K | 0% | 5,277 | – | – | |||
| $214K | 0% | 43,207 | – | – | |||
| $214K | 0% | 38,368 -4,315 | -10% | -$24K | |||
| $213K | 0% | 2,983 -83 | -3% | -$5.92K | |||
| $212K | 0% | 3,677 -4,976 | -58% | -$287K | |||
| $211K | 0% | 17,008 -582 | -3% | -$7.23K | |||
| $211K | 0% | 1,332 | – | – | |||
| $211K | 0% | 6,176 -239,880 | -97% | -$8.18M | |||
| $210K | 0% | 1,937 -3,865 | -67% | -$419K | |||
| $209K | 0% | 5,402 +706 | +15% | +$27.3K | |||
| $208K | 0% | 2,412 -2 | -0.1% | -$173 | |||
| $208K | 0% | 2,149 -1,095 | -34% | -$106K | |||
| $208K | 0% | 3,697 +302 | +9% | +$17K | |||
| $208K | 0% | 3,256 +187 | +6% | +$11.9K | |||
| $207K | 0% | 6,069 -543 | -8% | -$18.5K | |||
| $207K | 0% | 4,989 +159 | +3% | +$6.6K | |||
| $207K | 0% | 6,895 +897 | +15% | +$26.9K | |||
| $206K | 0% | 10,488 | New | +$206K | |||
| $205K | 0% | 6,089 | – | – | |||
| $205K | 0% | 3,676 +52 | +1% | +$2.9K | |||
| $204K | 0% | 11,461 +3,084 | +37% | +$55K |
