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 | |
|---|---|---|---|---|---|---|---|
| $62.5K | 0% | 1,000 | – | – | |||
| $62.4K | 0% | 6,410 -38 | -0.6% | -$370 | |||
| $62.4K | 0% | 1,995 +650 | +48% | +$20.3K | |||
| $62.2K | 0% | 2,200 | – | – | |||
| $61.9K | 0% | 2,272 +172 | +8% | +$4.69K | |||
| $61.9K | 0% | 8,608 +105 | +1% | +$755 | |||
| $61.8K | 0% | 580 +30 | +5% | +$3.2K | |||
| $61.8K | 0% | 1,158 -32 | -3% | -$1.71K | |||
| $61.7K | 0% | 377 +65 | +21% | +$10.6K | |||
| $61.3K | 0% | 1,860 +1,127 | +154% | +$37.2K | |||
| $61K | 0% | 571 | – | – | |||
| $60.9K | 0% | 392 -419 | -52% | -$65.1K | |||
| $60.9K | 0% | 531 -60 | -10% | -$6.88K | |||
| $60.8K | 0% | 1,618 +572 | +55% | +$21.5K | |||
| $60.6K | 0% | 555 | – | – | |||
| $60.3K | 0% | 75,025 | – | – | |||
| $60.2K | 0% | 1,216 -1,967 | -62% | -$97.4K | |||
| $60.2K | 0% | 182 +158 | +658% | +$52.2K | |||
| $59.8K | 0% | 490 +73 | +18% | +$8.91K | |||
| $59.6K | 0% | 11,668 +4,495 | +63% | +$23K | |||
| $59.5K | 0% | 1,370 | – | – | |||
| $59K | 0% | 1,708 +55 | +3% | +$1.9K | |||
| $59K | 0% | 687 +166 | +32% | +$14.3K | |||
| $58.8K | 0% | 1,724 +1,442 | +511% | +$49.2K | |||
| $58.8K | 0% | 554 -85 | -13% | -$9.02K |
