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 | |
|---|---|---|---|---|---|---|---|
| $38.6K | 0% | 354 +250 | +240% | +$27.2K | |||
| $38.5K | 0% | 3,675 | – | – | |||
| $38.5K | 0% | 5,185 -1,143 | -18% | -$8.48K | |||
| $38.3K | 0% | 749 +29 | +4% | +$1.48K | |||
| $38.2K | 0% | 135 +101 | +297% | +$28.6K | |||
| $38.1K | 0% | 1,199 -328 | -21% | -$10.4K | |||
| $38.1K | 0% | 219 -12 | -5% | -$2.09K | |||
| $37.9K | 0% | 426 +73 | +21% | +$6.5K | |||
| $37.8K | 0% | 1,152 | New | +$37.8K | |||
| $37.7K | 0% | 4,238 +1,164 | +38% | +$10.3K | |||
| $37.6K | 0% | 1,000 -3,750 | -79% | -$141K | |||
| $37.6K | 0% | 365 -82 | -18% | -$8.44K | |||
| $37.5K | 0% | 450 | – | – | |||
| $37.5K | 0% | 311 +69 | +29% | +$8.33K | |||
| $37.5K | 0% | 779 -383 | -33% | -$18.4K | |||
| $37.4K | 0% | 160,530 | New | +$37.4K | |||
| $37.3K | 0% | 433 +54 | +14% | +$4.65K | |||
| $37.3K | 0% | 1,663 -628 | -27% | -$14.1K | |||
| $37.2K | 0% | 541 | – | – | |||
| $37.1K | 0% | 1,302 | New | +$37.1K | |||
| $37.1K | 0% | 2,104 | New | +$37.1K | |||
| $37K | 0% | 1,460 | – | – | |||
| $36.9K | 0% | 1,832 +700 | +62% | +$14.1K | |||
| $36.7K | 0% | 410 -100 | -20% | -$8.94K | |||
| $36.6K | 0% | 11,101 +2,001 | +22% | +$6.6K |
