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 | |
|---|---|---|---|---|---|---|---|
| $78K | 0% | 1,600 | – | – | |||
| $77.7K | 0% | 2,552 +1,232 | +93% | +$37.5K | |||
| $77.5K | 0% | 889 +10 | +1% | +$872 | |||
| $77.5K | 0% | 5,626 | New | +$77.5K | |||
| $76.9K | 0% | 1,640 | – | – | |||
| $76.6K | 0% | 1,642 | – | – | |||
| $76.5K | 0% | 2,748 -344 | -11% | -$9.58K | |||
| $76.5K | 0% | 4,660 +366 | +9% | +$6.01K | |||
| $76.4K | 0% | 6,500 | – | – | |||
| $76.2K | 0% | 370 -89 | -19% | -$18.3K | |||
| $76.2K | 0% | 1,113 -341 | -23% | -$23.3K | |||
| $75.8K | 0% | 2,452 -1,049 | -30% | -$32.4K | |||
| $75.7K | 0% | 1,762 -1,770 | -50% | -$76K | |||
| $75.7K | 0% | 1,546 -212 | -12% | -$10.4K | |||
| $75.6K | 0% | 4,603 -3,036 | -40% | -$49.9K | |||
| $75.3K | 0% | 9,993 +2,443 | +32% | +$18.4K | |||
| $75.3K | 0% | 1,642 -3,063 | -65% | -$141K | |||
| $75.3K | 0% | 1,535 | – | – | |||
| $74.8K | 0% | 1,022 +9 | +0.9% | +$659 | |||
| $74.6K | 0% | 1,646 +270 | +20% | +$12.2K | |||
| $74.2K | 0% | 1,465 -55 | -4% | -$2.79K | |||
| $74.1K | 0% | 470 -495 | -51% | -$78K | |||
| $74.1K | 0% | 2,665 | New | +$74.1K | |||
| $74.1K | 0% | 1,031 +18 | +2% | +$1.29K | |||
| $74.1K | 0% | 2,543 | – | – |
