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 | |
|---|---|---|---|---|---|---|---|
| $136K | 0% | 989 -273 | -22% | -$37.5K | |||
| $135K | 0% | 4,820 -1,438 | -23% | -$40.4K | |||
| $135K | 0% | 5,769 -518 | -8% | -$12.1K | |||
| $135K | 0% | 17,563 | – | – | |||
| $134K | 0% | 1,298 +293 | +29% | +$30.3K | |||
| $134K | 0% | 2,630 -4,153 | -61% | -$212K | |||
| $134K | 0% | 13,566 | – | – | |||
| $134K | 0% | 6,218 +3,002 | +93% | +$64.5K | |||
| $134K | 0% | 2,000 | – | – | |||
| $133K | 0% | 4,848 -49,622 | -91% | -$1.36M | |||
| $133K | 0% | 1,365 | – | – | |||
| $132K | 0% | 1,162 -222 | -16% | -$25.3K | |||
| $132K | 0% | 4,699 +1,760 | +60% | +$49.3K | |||
| $131K | 0% | 3,369 -231 | -6% | -$8.99K | |||
| $131K | 0% | 1,224 +41 | +3% | +$4.38K | |||
| $130K | 0% | 1,220 | – | – | |||
| $130K | 0% | 8,384 -1,815 | -18% | -$28.2K | |||
| $130K | 0% | 2,500 | – | – | |||
| $130K | 0% | 2,082 +72 | +4% | +$4.5K | |||
| $130K | 0% | 2,649 +311 | +13% | +$15.3K | |||
| $129K | 0% | 1,707 +250 | +17% | +$19K | |||
| $129K | 0% | 1,877 +537 | +40% | +$37K | |||
| $129K | 0% | 3,272 +9 | +0.3% | +$355 | |||
| $129K | 0% | 4,067 | New | +$129K | |||
| $129K | 0% | 1,423 -4,910 | -78% | -$444K |
