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 | |
|---|---|---|---|---|---|---|---|
| $58.7K | 0% | 2,446 +5 | +0.2% | +$120 | |||
| $58.6K | 0% | 12,907 +11,707 | +976% | +$53.2K | |||
| $58.5K | 0% | 2,056 +56 | +3% | +$1.59K | |||
| $58.5K | 0% | 644 | New | +$58.5K | |||
| $58.4K | 0% | 40,000 | New | +$58.4K | |||
| $58.2K | 0% | 1,000 -488 | -33% | -$28.4K | |||
| $58.2K | 0% | 516 +239 | +86% | +$27K | |||
| $58.1K | 0% | 266 -453 | -63% | -$99K | |||
| $57.8K | 0% | 829 +362 | +78% | +$25.2K | |||
| $57.7K | 0% | 2,085 | – | – | |||
| $57.5K | 0% | 1,140 -37 | -3% | -$1.87K | |||
| $57.4K | 0% | 1,809 | – | – | |||
| $57.4K | 0% | 5,077 | New | +$57.4K | |||
| $56.6K | 0% | 1,216 -978 | -45% | -$45.5K | |||
| $56.5K | 0% | 2,239 | – | – | |||
| $56.4K | 0% | 343 | – | – | |||
| $56.3K | 0% | 2,489 +538 | +28% | +$12.2K | |||
| $56.3K | 0% | 33 -1 | -3% | -$1.71K | |||
| $56.2K | 0% | 2,155 | – | – | |||
| $56K | 0% | 2,070 | – | – | |||
| $55.9K | 0% | 1,000 -162,892 | -99% | -$9.11M | |||
| $55.8K | 0% | 3,720 -5,943 | -62% | -$89.1K | |||
| $55.5K | 0% | 1,741 -701 | -29% | -$22.4K | |||
| $55.5K | 0% | 3,171 +129 | +4% | +$2.26K | |||
| $55.2K | 0% | 538 +396 | +279% | +$40.7K |
