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 | |
|---|---|---|---|---|---|---|---|
| $82.2K | 0% | 8,861 | – | – | |||
| $82.1K | 0% | 3,674 -427 | -10% | -$9.54K | |||
| $81.9K | 0% | 4,357 | – | – | |||
| $81.7K | 0% | 30,600 | New | +$81.7K | |||
| $81.4K | 0% | 219 +100 | +84% | +$37.2K | |||
| $81.3K | 0% | 5,564 +2,782 | +100% | +$40.6K | |||
| $81.3K | 0% | 15,750 -1,250 | -7% | -$6.45K | |||
| $81.1K | 0% | 933 +3 | +0.3% | +$261 | |||
| $80.6K | 0% | 1,551 | – | – | |||
| $80.6K | 0% | 185 -104 | -36% | -$45.3K | |||
| $80.4K | 0% | 1,132 | – | – | |||
| $80.2K | 0% | 1,858 | – | – | |||
| $80K | 0% | 10,987 +256 | +2% | +$1.86K | |||
| $79.8K | 0% | 3,015 +2,434 | +419% | +$64.4K | |||
| $79.4K | 0% | 1,088 -133 | -11% | -$9.71K | |||
| $79.3K | 0% | 5,986 +199 | +3% | +$2.64K | |||
| $79K | 0% | 3,499 -1,780 | -34% | -$40.2K | |||
| $78.8K | 0% | 974 +30 | +3% | +$2.43K | |||
| $78.7K | 0% | 5,064 +769 | +18% | +$12K | |||
| $78.6K | 0% | 40,953 -10,505 | -20% | -$20.2K | |||
| $78.6K | 0% | 15,000 | – | – | |||
| $78.3K | 0% | 5,320 | – | – | |||
| $78.2K | 0% | 2,865 +685 | +31% | +$18.7K | |||
| $78.2K | 0% | 502 +444 | +766% | +$69.1K | |||
| $78K | 0% | 1,459 +234 | +19% | +$12.5K |
