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 | |
|---|---|---|---|---|---|---|---|
| $108K | 0% | 12,000 | – | – | |||
| $108K | 0% | 8,107 +325 | +4% | +$4.32K | |||
| $108K | 0% | 1,805 -811 | -31% | -$48.3K | |||
| $107K | 0% | 785 -201 | -20% | -$27.4K | |||
| $107K | 0% | 13,500 -23,000 | -63% | -$183K | |||
| $107K | 0% | 10,000 | – | – | |||
| $106K | 0% | 3,376 +755 | +29% | +$23.8K | |||
| $106K | 0% | 5,195 -1,628 | -24% | -$33.2K | |||
| $106K | 0% | 9,909 -2,082 | -17% | -$22.2K | |||
| $105K | 0% | 10,770 -4,900 | -31% | -$47.7K | |||
| $105K | 0% | 191 +78 | +69% | +$42.8K | |||
| $104K | 0% | 611 | – | – | |||
| $104K | 0% | 182 -3 | -2% | -$1.72K | |||
| $104K | 0% | 2,051 +1 | +0.1% | +$50 | |||
| $103K | 0% | 915 -1,939 | -68% | -$218K | |||
| $103K | 0% | 2,907 +1,905 | +190% | +$67.5K | |||
| $102K | 0% | 1,474 +902 | +158% | +$62.7K | |||
| $102K | 0% | 2,780 | – | – | |||
| $102K | 0% | 9,578 +5,808 | +154% | +$61.9K | |||
| $102K | 0% | 1,401 +55 | +4% | +$4K | |||
| $102K | 0% | 3,518 -726 | -17% | -$21K | |||
| $102K | 0% | 1,480 | – | – | |||
| $102K | 0% | 70,000 | – | – | |||
| $101K | 0% | 77,887 +34,705 | +80% | +$45.1K | |||
| $101K | 0% | 4,051 -589 | -13% | -$14.7K |
