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 | |
|---|---|---|---|---|---|---|---|
| $123K | 0% | 4,335 -160 | -4% | -$4.53K | |||
| $122K | 0% | 1,594 | – | – | |||
| $122K | 0% | 10,502 -781 | -7% | -$9.1K | |||
| $122K | 0% | 2,432 -1,055 | -30% | -$52.8K | |||
| $122K | 0% | 1,450 +1,050 | +263% | +$88.1K | |||
| $121K | 0% | 1,952 +1,286 | +193% | +$79.6K | |||
| $121K | 0% | 1,343 -1,424 | -51% | -$128K | |||
| $120K | 0% | 1,791 | – | – | |||
| $120K | 0% | 1,409 +1 | +0.1% | +$85 | |||
| $120K | 0% | 7,029 +1,639 | +30% | +$27.9K | |||
| $120K | 0% | 941 -266 | -22% | -$33.8K | |||
| $119K | 0% | 18,000 +8,000 | +80% | +$53K | |||
| $119K | 0% | 2,020 +14 | +0.7% | +$825 | |||
| $119K | 0% | 8,378 +280 | +3% | +$3.97K | |||
| $119K | 0% | 2,497 +43 | +2% | +$2.04K | |||
| $119K | 0% | 12,375 +1,950 | +19% | +$18.7K | |||
| $119K | 0% | 2,941 -416 | -12% | -$16.8K | |||
| $118K | 0% | 6,510 | – | – | |||
| $118K | 0% | 11,300 | – | – | |||
| $118K | 0% | 3,421 +368 | +12% | +$12.7K | |||
| $117K | 0% | 4,651 +350 | +8% | +$8.8K | |||
| $117K | 0% | 1,146 +118 | +11% | +$12K | |||
| $116K | 0% | 328 -216 | -40% | -$76.5K | |||
| $116K | 0% | 1,651 +430 | +35% | +$30.3K | |||
| $116K | 0% | 7,640 | – | – |
