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 | |
|---|---|---|---|---|---|---|---|
| $129K | 0% | 5,864 +1,084 | +23% | +$23.8K | |||
| $128K | 0% | 1,840 | – | – | |||
| $128K | 0% | 4,234 -935 | -18% | -$28.3K | |||
| $128K | 0% | 1,981 | New | +$128K | |||
| $128K | 0% | 732 +49 | +7% | +$8.54K | |||
| $128K | 0% | 7,650 | – | – | |||
| $127K | 0% | 14,020 +7,500 | +115% | +$68K | |||
| $127K | 0% | 5,117 +4,520 | +757% | +$112K | |||
| $127K | 0% | 1,357 +26 | +2% | +$2.43K | |||
| $127K | 0% | 4,389 +4,289 | +4,289% | +$124K | |||
| $127K | 0% | 1,347 +26 | +2% | +$2.44K | |||
| $126K | 0% | 1,795 | – | – | |||
| $126K | 0% | 3,937 -15 | -0.4% | -$482 | |||
| $126K | 0% | 2,032 +1 | +0.1% | +$62 | |||
| $125K | 0% | 2,662 -234 | -8% | -$11K | |||
| $125K | 0% | 5,642 | New | +$125K | |||
| $125K | 0% | 4,883 +796 | +19% | +$20.3K | |||
| $124K | 0% | 4,294 +731 | +21% | +$21.2K | |||
| $124K | 0% | 4,493 +8 | +0.2% | +$221 | |||
| $124K | 0% | 2,481 -801 | -24% | -$40.1K | |||
| $124K | 0% | 10,000 | New | +$124K | |||
| $123K | 0% | 2,842 -20,370 | -88% | -$884K | |||
| $123K | 0% | 2,497 | New | +$123K | |||
| $123K | 0% | 2,234 +1,743 | +355% | +$96K | |||
| $123K | 0% | 1,695 | – | – |
