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 | |
|---|---|---|---|---|---|---|---|
| $204K | 0% | 3,862 -759 | -16% | -$40.1K | |||
| $204K | 0% | 5,492 +187 | +4% | +$6.94K | |||
| $204K | 0% | 12,205 +2,415 | +25% | +$40.3K | |||
| $201K | 0% | 2,160 +261 | +14% | +$24.3K | |||
| $200K | 0% | 17,162 | – | – | |||
| $199K | 0% | 3,590 -215 | -6% | -$11.9K | |||
| $199K | 0% | 6,330 +541 | +9% | +$17K | |||
| $197K | 0% | 2,277 | – | – | |||
| $196K | 0% | 1,476 | – | – | |||
| $196K | 0% | 3,000 -1,011 | -25% | -$66.2K | |||
| $195K | 0% | 2,519 +338 | +16% | +$26.2K | |||
| $195K | 0% | 8,112 +7,900 | +3,726% | +$190K | |||
| $195K | 0% | 16,848 -1,037 | -6% | -$12K | |||
| $194K | 0% | 35,496 -450 | -1% | -$2.46K | |||
| $193K | 0% | 14,586 -2,464 | -14% | -$32.6K | |||
| $193K | 0% | 21,198 +658 | +3% | +$5.98K | |||
| $192K | 0% | 3,853 -112 | -3% | -$5.57K | |||
| $192K | 0% | 2,507 +729 | +41% | +$55.8K | |||
| $191K | 0% | 8,088 | – | – | |||
| $191K | 0% | 20,385 +5,147 | +34% | +$48.1K | |||
| $190K | 0% | 3,475 -210 | -6% | -$11.5K | |||
| $190K | 0% | 3,760 | – | – | |||
| $190K | 0% | 1,748 +6 | +0.3% | +$651 | |||
| $190K | 0% | 3,969 -635 | -14% | -$30.3K | |||
| $190K | 0% | 4,070 | – | – |
