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 | |
|---|---|---|---|---|---|---|---|
| $164K | 0% | 3,137 -2,152 | -41% | -$113K | |||
| $163K | 0% | 1,377 +6 | +0.4% | +$711 | |||
| $163K | 0% | 4,767 +262 | +6% | +$8.95K | |||
| $162K | 0% | 1,274 +30 | +2% | +$3.82K | |||
| $162K | 0% | 1,472 +312 | +27% | +$34.4K | |||
| $162K | 0% | 739 +30 | +4% | +$6.58K | |||
| $161K | 0% | 4,949 +2,311 | +88% | +$75.2K | |||
| $161K | 0% | 11,993 | – | – | |||
| $160K | 0% | 5,050 +3 | +0.1% | +$95 | |||
| $160K | 0% | 1,295 +128 | +11% | +$15.8K | |||
| $160K | 0% | 6,000 -288 | -5% | -$7.67K | |||
| $160K | 0% | 5,697 +525 | +10% | +$14.7K | |||
| $159K | 0% | 834 +85 | +11% | +$16.3K | |||
| $159K | 0% | 2,441 -580 | -19% | -$37.7K | |||
| $158K | 0% | 338 +3 | +0.9% | +$1.41K | |||
| $157K | 0% | 1,988 -1,672 | -46% | -$132K | |||
| $156K | 0% | 4,098 +1,269 | +45% | +$48.3K | |||
| $156K | 0% | 3,439 | – | – | |||
| $156K | 0% | 12,561 -9 | -0.1% | -$111 | |||
| $156K | 0% | 2,400 -589 | -20% | -$38.2K | |||
| $155K | 0% | 14,390 +675 | +5% | +$7.29K | |||
| $155K | 0% | 7,069 +6,213 | +726% | +$136K | |||
| $154K | 0% | 1,400 | – | – | |||
| $154K | 0% | 26,000 | – | – | |||
| $153K | 0% | 14,900 -202 | -1% | -$2.08K |
