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 | |
|---|---|---|---|---|---|---|---|
| $153K | 0% | 5,028 +562 | +13% | +$17.1K | |||
| $153K | 0% | 9,938 +3,585 | +56% | +$55.3K | |||
| $153K | 0% | 15,609 +10,454 | +203% | +$103K | |||
| $153K | 0% | 2,319 -30 | -1% | -$1.98K | |||
| $153K | 0% | 3,026 +34 | +1% | +$1.71K | |||
| $152K | 0% | 6,665 -11,450 | -63% | -$262K | |||
| $152K | 0% | 6,150 | – | – | |||
| $152K | 0% | 10,207 +337 | +3% | +$5.01K | |||
| $152K | 0% | 2,532 +134 | +6% | +$8.03K | |||
| $151K | 0% | 14,798 +2,936 | +25% | +$30K | |||
| $151K | 0% | 1,729 +33 | +2% | +$2.87K | |||
| $150K | 0% | 1,536 | – | – | |||
| $150K | 0% | 2,026 +26 | +1% | +$1.92K | |||
| $149K | 0% | 1,052 -108 | -9% | -$15.3K | |||
| $149K | 0% | 4,870 | – | – | |||
| $149K | 0% | 6,000 | – | – | |||
| $148K | 0% | 4,150 -872 | -17% | -$31K | |||
| $147K | 0% | 6,055 | New | +$147K | |||
| $147K | 0% | 3,029 -556 | -16% | -$27K | |||
| $147K | 0% | 2,342 +805 | +52% | +$50.5K | |||
| $147K | 0% | 7,847 +2,879 | +58% | +$53.8K | |||
| $147K | 0% | 1,702 -2,553 | -60% | -$220K | |||
| $146K | 0% | 1,208 +1 | +0.1% | +$121 | |||
| $146K | 0% | 15,504 -1,650 | -10% | -$15.6K | |||
| $146K | 0% | 2,186 -1,082 | -33% | -$72.3K |
