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 | |
|---|---|---|---|---|---|---|---|
| $49.8K | 0% | 1,794 +140 | +8% | +$3.89K | |||
| $49.8K | 0% | 798 -487 | -38% | -$30.4K | |||
| $49.7K | 0% | 2,320 | – | – | |||
| $49.7K | 0% | 800 | New | +$49.7K | |||
| $49.7K | 0% | 978 -678 | -41% | -$34.4K | |||
| $49.6K | 0% | 1,285 -388 | -23% | -$15K | |||
| $49.4K | 0% | 3,275 -333 | -9% | -$5.03K | |||
| $49.3K | 0% | 1,625 | – | – | |||
| $49.1K | 0% | 565 -117 | -17% | -$10.2K | |||
| $48.9K | 0% | 1,110 +26 | +2% | +$1.15K | |||
| $48.8K | 0% | 2,937 +530 | +22% | +$8.81K | |||
| $48.5K | 0% | 365 +194 | +113% | +$25.8K | |||
| $48.4K | 0% | 8,040 | – | – | |||
| $48.3K | 0% | 3,700 +100 | +3% | +$1.31K | |||
| $48.3K | 0% | 380 -68 | -15% | -$8.64K | |||
| $48.1K | 0% | 900 -42 | -4% | -$2.25K | |||
| $48K | 0% | 2,366 -6 | -0.3% | -$122 | |||
| $48K | 0% | 604 | – | – | |||
| $47.8K | 0% | 1,080 | – | – | |||
| $47.8K | 0% | 41 | – | – | |||
| $47.8K | 0% | 855 -293 | -26% | -$16.4K | |||
| $47.3K | 0% | 3,480 -708 | -17% | -$9.62K | |||
| $47.1K | 0% | 4,367 -3,497 | -44% | -$37.7K | |||
| $47K | 0% | 5,492 -7,795 | -59% | -$66.7K | |||
| $46.9K | 0% | 452 +48 | +12% | +$4.98K |
