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 | |
|---|---|---|---|---|---|---|---|
| $55K | 0% | 2,702 | – | – | |||
| $54.5K | 0% | 4,000 | – | – | |||
| $54.4K | 0% | 2,383 +292 | +14% | +$6.66K | |||
| $53.8K | 0% | 659 -203 | -24% | -$16.6K | |||
| $53.7K | 0% | 827 +239 | +41% | +$15.5K | |||
| $53.5K | 0% | 1,023 +22 | +2% | +$1.15K | |||
| $53.4K | 0% | 1,200 | – | – | |||
| $53.2K | 0% | 704 +126 | +22% | +$9.53K | |||
| $53.2K | 0% | 4,301 +2,001 | +87% | +$24.8K | |||
| $52K | 0% | 296 +132 | +80% | +$23.2K | |||
| $51.9K | 0% | 8,518 +286 | +3% | +$1.74K | |||
| $51.8K | 0% | 7,500 | – | – | |||
| $51.8K | 0% | 1,443 +318 | +28% | +$11.4K | |||
| $51.7K | 0% | 2,000 | New | +$51.7K | |||
| $51.6K | 0% | 1,450 +76 | +6% | +$2.71K | |||
| $50.9K | 0% | 634 +269 | +74% | +$21.6K | |||
| $50.9K | 0% | 486 +6 | +1% | +$629 | |||
| $50.9K | 0% | 607 | – | – | |||
| $50.9K | 0% | 1,128 +880 | +355% | +$39.7K | |||
| $50.8K | 0% | 2,329 | New | +$50.8K | |||
| $50.3K | 0% | 890 +340 | +62% | +$19.2K | |||
| $50.1K | 0% | 612 +174 | +40% | +$14.2K | |||
| $50K | 0% | 777 +191 | +33% | +$12.3K | |||
| $49.9K | 0% | 1,289 | New | +$49.9K | |||
| $49.9K | 0% | 1,000 | – | – |
