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 | |
|---|---|---|---|---|---|---|---|
| $40.9K | 0% | 1,000 -494 | -33% | -$20.2K | |||
| $40.7K | 0% | 892 +236 | +36% | +$10.8K | |||
| $40.7K | 0% | 500 | – | – | |||
| $40.6K | 0% | 713 +407 | +133% | +$23.2K | |||
| $40.5K | 0% | 4,725 +562 | +14% | +$4.82K | |||
| $40.3K | 0% | 1,000 | – | – | |||
| $40.3K | 0% | 8,385 +8,250 | +6,111% | +$39.7K | |||
| $40.2K | 0% | 13,500 | New | +$40.2K | |||
| $40.2K | 0% | 3,123 +1,501 | +93% | +$19.3K | |||
| $40.1K | 0% | 650 -650 | -50% | -$40.1K | |||
| $40K | 0% | 600 | – | – | |||
| $39.9K | 0% | 6,940 +6,240 | +891% | +$35.9K | |||
| $39.9K | 0% | 554 -10 | -2% | -$719 | |||
| $39.8K | 0% | 2,520 -40 | -2% | -$632 | |||
| $39.7K | 0% | 1,414 | – | – | |||
| $39.7K | 0% | 2,096 +2,076 | +10,380% | +$39.3K | |||
| $39.4K | 0% | 282 +145 | +106% | +$20.3K | |||
| $39.3K | 0% | 1,491 | New | +$39.3K | |||
| $39.3K | 0% | 4,680 +2,258 | +93% | +$18.9K | |||
| $39.2K | 0% | 388 -163 | -30% | -$16.5K | |||
| $39.1K | 0% | 7,982 +111 | +1% | +$544 | |||
| $39.1K | 0% | 643 | New | +$39.1K | |||
| $39.1K | 0% | 1,234 +10 | +0.8% | +$317 | |||
| $39K | 0% | 6,600 | – | – | |||
| $38.9K | 0% | 406 | – | – |
