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 | |
|---|---|---|---|---|---|---|---|
| $34.2K | 0% | 633 +79 | +14% | +$4.27K | |||
| $34.2K | 0% | 226 -17 | -7% | -$2.57K | |||
| $34.2K | 0% | 231 +75 | +48% | +$11.1K | |||
| $34.2K | 0% | 1,387 +71 | +5% | +$1.75K | |||
| $34.1K | 0% | 243 +104 | +75% | +$14.6K | |||
| $34K | 0% | 1,479 +141 | +11% | +$3.24K | |||
| $33.8K | 0% | 3,505 | – | – | |||
| $33.6K | 0% | 667 -1,646 | -71% | -$83K | |||
| $33.6K | 0% | 3,962 -1,200 | -23% | -$10.2K | |||
| $33.5K | 0% | 1,093 | New | +$33.5K | |||
| $33.5K | 0% | 3,318 | New | +$33.5K | |||
| $33.2K | 0% | 222 -58 | -21% | -$8.68K | |||
| $33K | 0% | 600 | New | +$33K | |||
| $33K | 0% | 493 +88 | +22% | +$5.89K | |||
| $32.8K | 0% | 859 +486 | +130% | +$18.6K | |||
| $32.7K | 0% | 559 -591 | -51% | -$34.6K | |||
| $32.6K | 0% | 2,000 -59 | -3% | -$961 | |||
| $32.4K | 0% | 260 -126 | -33% | -$15.7K | |||
| $32.4K | 0% | 5,201 -294,899 | -98% | -$1.83M | |||
| $32.3K | 0% | 317 | – | – | |||
| $32.1K | 0% | 1,136 | New | +$32.1K | |||
| $32K | 0% | 126 -105 | -45% | -$26.7K | |||
| $32K | 0% | 241 +201 | +503% | +$26.7K | |||
| $32K | 0% | 2,884 +96 | +3% | +$1.06K | |||
| $31.9K | 0% | 856 +701 | +452% | +$26.1K |
