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 | |
|---|---|---|---|---|---|---|---|
| $31.7K | 0% | 2,030 +30 | +2% | +$468 | |||
| $31.6K | 0% | 2,700 | – | – | |||
| $31.6K | 0% | 889 -300 | -25% | -$10.7K | |||
| $31.6K | 0% | 3,000 -500 | -14% | -$5.26K | |||
| $31.5K | 0% | 200 +55 | +38% | +$8.67K | |||
| $31.5K | 0% | 1,068 +926 | +652% | +$27.3K | |||
| $31.4K | 0% | 1,158 | New | +$31.4K | |||
| $31.4K | 0% | 618 +280 | +83% | +$14.2K | |||
| $31.4K | 0% | 3,277 -14 | -0.4% | -$134 | |||
| $31.4K | 0% | 494 -53 | -10% | -$3.37K | |||
| $31.3K | 0% | 2,558 +674 | +36% | +$8.26K | |||
| $31.3K | 0% | 1,772 +943 | +114% | +$16.6K | |||
| $31.2K | 0% | 795 | – | – | |||
| $31.1K | 0% | 948 +158 | +20% | +$5.19K | |||
| $31.1K | 0% | 551 -10 | -2% | -$564 | |||
| $31K | 0% | 373 -21 | -5% | -$1.75K | |||
| $30.9K | 0% | 543 +114 | +27% | +$6.49K | |||
| $30.7K | 0% | 2,882 -578 | -17% | -$6.16K | |||
| $30.7K | 0% | 2,504 | – | – | |||
| $30.7K | 0% | 5,313 | – | – | |||
| $30.6K | 0% | 1,152 +987 | +598% | +$26.2K | |||
| $30.6K | 0% | 3,200 | New | +$30.6K | |||
| $30.5K | 0% | 641 | – | – | |||
| $30.5K | 0% | 2,253 | – | – | |||
| $30.3K | 0% | 259 +59 | +30% | +$6.91K |
