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 | |
|---|---|---|---|---|---|---|---|
| $188K | 0% | 3,159 -1,171 | -27% | -$69.7K | |||
| $187K | 0% | 2,791 +50 | +2% | +$3.36K | |||
| $187K | 0% | 2,108 +493 | +31% | +$43.7K | |||
| $187K | 0% | 21,845 +7,160 | +49% | +$61.1K | |||
| $186K | 0% | 3,403 +757 | +29% | +$41.4K | |||
| $186K | 0% | 2,172 | – | – | |||
| $185K | 0% | 5,035 +224 | +5% | +$8.25K | |||
| $184K | 0% | 2,013 +416 | +26% | +$38K | |||
| $183K | 0% | 2,231 +402 | +22% | +$33K | |||
| $182K | 0% | 4,000 | – | – | |||
| $181K | 0% | 19,825 | – | – | |||
| $180K | 0% | 642 +171 | +36% | +$47.8K | |||
| $179K | 0% | 5,914 | New | +$179K | |||
| $179K | 0% | 5,174 -4,035 | -44% | -$140K | |||
| $178K | 0% | 9,182 -3,271 | -26% | -$63.3K | |||
| $178K | 0% | 2,456 -15 | -0.6% | -$1.08K | |||
| $177K | 0% | 8,500 | – | – | |||
| $176K | 0% | 1,339 -50,407 | -97% | -$6.63M | |||
| $175K | 0% | 77,275 +12,939 | +20% | +$29.4K | |||
| $175K | 0% | 3,514 -194 | -5% | -$9.67K | |||
| $175K | 0% | 4,126 -554 | -12% | -$23.5K | |||
| $175K | 0% | 6,296 +6,292 | +157,300% | +$175K | |||
| $175K | 0% | 15,029 -62,726 | -81% | -$730K | |||
| $174K | 0% | 581 +31 | +6% | +$9.28K | |||
| $173K | 0% | 3,009 +953 | +46% | +$54.9K |
