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 | |
|---|---|---|---|---|---|---|---|
| $66.7K | 0% | 22,233 | – | – | |||
| $66.6K | 0% | 9,344 -624 | -6% | -$4.45K | |||
| $66.6K | 0% | 960 -421 | -30% | -$29.2K | |||
| $66.5K | 0% | 1,877 +27 | +1% | +$956 | |||
| $66.4K | 0% | 1,500 | – | – | |||
| $65.9K | 0% | 1,371 -624 | -31% | -$30K | |||
| $65.9K | 0% | 1,800 +700 | +64% | +$25.6K | |||
| $65.8K | 0% | 962 | – | – | |||
| $65.7K | 0% | 1,078 +147 | +16% | +$8.96K | |||
| $65.7K | 0% | 540 -8,114 | -94% | -$987K | |||
| $65.5K | 0% | 2,638 +416 | +19% | +$10.3K | |||
| $65.5K | 0% | 451 | New | +$65.5K | |||
| $65.4K | 0% | 7,122 +1,926 | +37% | +$17.7K | |||
| $65K | 0% | 864 -331 | -28% | -$24.9K | |||
| $64.5K | 0% | 1,721 -1,338 | -44% | -$50.2K | |||
| $64.5K | 0% | 2,621 +729 | +39% | +$17.9K | |||
| $64.4K | 0% | 2,497 -5,729 | -70% | -$148K | |||
| $64.3K | 0% | 1,700 +106 | +7% | +$4.01K | |||
| $64.2K | 0% | 829 +529 | +176% | +$41K | |||
| $63.8K | 0% | 1,689 +596 | +55% | +$22.5K | |||
| $63.7K | 0% | 680 | – | – | |||
| $63.5K | 0% | 5,006 -2,317 | -32% | -$29.4K | |||
| $63.4K | 0% | 25,000 | New | +$63.4K | |||
| $63.3K | 0% | 239 +145 | +154% | +$38.4K | |||
| $63.2K | 0% | 2,116 +159 | +8% | +$4.75K |
