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 | |
|---|---|---|---|---|---|---|---|
| $74K | 0% | 1,428 | New | +$74K | |||
| $74K | 0% | 3,288 | New | +$74K | |||
| $74K | 0% | 11,104 +250 | +2% | +$1.67K | |||
| $73.6K | 0% | 1,027 +85 | +9% | +$6.09K | |||
| $73.5K | 0% | 656 -43 | -6% | -$4.82K | |||
| $73.4K | 0% | 1,071 -116 | -10% | -$7.95K | |||
| $73.3K | 0% | 2,229 -343 | -13% | -$11.3K | |||
| $73.3K | 0% | 3,559 -3,248 | -48% | -$66.9K | |||
| $73.3K | 0% | 812 -201 | -20% | -$18.1K | |||
| $73.3K | 0% | 681 | – | – | |||
| $73.2K | 0% | 5,998 +5,675 | +1,757% | +$69.3K | |||
| $73.2K | 0% | 3,055 +2,274 | +291% | +$54.5K | |||
| $72.7K | 0% | 1,125 | – | – | |||
| $72.6K | 0% | 3,012 +157 | +6% | +$3.79K | |||
| $72.3K | 0% | 1,099 -3,300 | -75% | -$217K | |||
| $71.6K | 0% | 1,145 +23 | +2% | +$1.44K | |||
| $71.3K | 0% | 3,178 -533 | -14% | -$12K | |||
| $71.3K | 0% | 12,501 -13 | -0.1% | -$74 | |||
| $71.2K | 0% | 727 +474 | +187% | +$46.4K | |||
| $71K | 0% | 3,698 | – | – | |||
| $70.9K | 0% | 714 -3,291 | -82% | -$327K | |||
| $70.9K | 0% | 1,665 | – | – | |||
| $70.8K | 0% | 1,294 +98 | +8% | +$5.36K | |||
| $70.6K | 0% | 1,309 -331 | -20% | -$17.9K | |||
| $70.2K | 0% | 2,504 -52 | -2% | -$1.46K |
