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 | |
|---|---|---|---|---|---|---|---|
| $90.5K | 0% | 5,708 | New | +$90.5K | |||
| $90.4K | 0% | 6,445 -3,034 | -32% | -$42.6K | |||
| $90.2K | 0% | 3,475 -224 | -6% | -$5.82K | |||
| $90K | 0% | 4,204 +202 | +5% | +$4.32K | |||
| $88.3K | 0% | 3,700 +3,048 | +467% | +$72.8K | |||
| $88K | 0% | 4,256 | – | – | |||
| $87.9K | 0% | 2,347 -558 | -19% | -$20.9K | |||
| $87.6K | 0% | 3,762 | – | – | |||
| $87.2K | 0% | 1,698 -2 | -0.1% | -$103 | |||
| $86.7K | 0% | 1,828 +1,159 | +173% | +$55K | |||
| $86.3K | 0% | 5,026 +347 | +7% | +$5.96K | |||
| $86.2K | 0% | 809 +134 | +20% | +$14.3K | |||
| $85.5K | 0% | 1,899 +1,419 | +296% | +$63.9K | |||
| $85.2K | 0% | 1,068 | – | – | |||
| $84.6K | 0% | 2,001 -43 | -2% | -$1.82K | |||
| $84.5K | 0% | 1,267 +517 | +69% | +$34.5K | |||
| $84K | 0% | 1,625 +8 | +0.5% | +$414 | |||
| $83.9K | 0% | 1,378 +8 | +0.6% | +$487 | |||
| $83.3K | 0% | 5,833 -640,383 | -99% | -$9.14M | |||
| $83.3K | 0% | 1,867 -501 | -21% | -$22.3K | |||
| $82.9K | 0% | 2,770 | – | – | |||
| $82.8K | 0% | 9,581 | – | – | |||
| $82.6K | 0% | 8,599 -1,759 | -17% | -$16.9K | |||
| $82.5K | 0% | 504 +362 | +255% | +$59.3K | |||
| $82.2K | 0% | 730 -187 | -20% | -$21.1K |
