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 | |
|---|---|---|---|---|---|---|---|
| $69.9K | 0% | 1,981 -2,682 | -58% | -$94.7K | |||
| $69.9K | 0% | 367 -214 | -37% | -$40.8K | |||
| $69.8K | 0% | 3,066 +832 | +37% | +$18.9K | |||
| $69.7K | 0% | 2,669 +527 | +25% | +$13.8K | |||
| $69.6K | 0% | 30,000 | New | +$69.6K | |||
| $69K | 0% | 1,601 +601 | +60% | +$25.9K | |||
| $68.9K | 0% | 6,570 +304 | +5% | +$3.19K | |||
| $68.8K | 0% | 248 +132 | +114% | +$36.6K | |||
| $68.7K | 0% | 2,827 -949 | -25% | -$23.1K | |||
| $68.7K | 0% | 581 +24 | +4% | +$2.84K | |||
| $68.6K | 0% | 2,025 +827 | +69% | +$28K | |||
| $68.6K | 0% | 950 +13 | +1% | +$938 | |||
| $68.4K | 0% | 464 +8 | +2% | +$1.18K | |||
| $68.4K | 0% | 2,015 +423 | +27% | +$14.4K | |||
| $68K | 0% | 3,532 -4,533 | -56% | -$87.3K | |||
| $68K | 0% | 4,825 | – | – | |||
| $68K | 0% | 489 +425 | +664% | +$59.1K | |||
| $67.4K | 0% | 574 +204 | +55% | +$24K | |||
| $67.3K | 0% | 11,325 | – | – | |||
| $67.2K | 0% | 1,646 -50,798 | -97% | -$2.07M | |||
| $67.2K | 0% | 1,000 | – | – | |||
| $66.9K | 0% | 1,328 -98 | -7% | -$4.94K | |||
| $66.9K | 0% | 3,417 +3,239 | +1,820% | +$63.4K | |||
| $66.9K | 0% | 1,474 -239 | -14% | -$10.8K | |||
| $66.8K | 0% | 1,086 +83 | +8% | +$5.11K |
