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 | |
|---|---|---|---|---|---|---|---|
| $28.6K | 0% | 1,910 | – | – | |||
| $28.6K | 0% | 5,000 | – | – | |||
| $28.5K | 0% | 305 | – | – | |||
| $28.5K | 0% | 986 +50 | +5% | +$1.44K | |||
| $28.4K | 0% | 2,001 +1 | +0.1% | +$14 | |||
| $28.4K | 0% | 2,500 | New | +$28.4K | |||
| $28.3K | 0% | 700 +4 | +0.6% | +$162 | |||
| $28.3K | 0% | 1,983 | – | – | |||
| $28.3K | 0% | 354 +109 | +44% | +$8.71K | |||
| $28.3K | 0% | 880 +80 | +10% | +$2.57K | |||
| $28.3K | 0% | 226 -82 | -27% | -$10.3K | |||
| $28.2K | 0% | 713 | New | +$28.2K | |||
| $28.1K | 0% | 1,275 +115 | +10% | +$2.54K | |||
| $28K | 0% | 703 | – | – | |||
| $27.9K | 0% | 1,552 -338 | -18% | -$6.08K | |||
| $27.9K | 0% | 1,681 | New | +$27.9K | |||
| $27.9K | 0% | 978 +748 | +325% | +$21.3K | |||
| $27.8K | 0% | 3,000 | – | – | |||
| $27.7K | 0% | 1,000 | New | +$27.7K | |||
| $27.6K | 0% | 1,368 | – | – | |||
| $27.6K | 0% | 1,510 -170 | -10% | -$3.11K | |||
| $27.6K | 0% | 715 | – | – | |||
| $27.5K | 0% | 6,664 | – | – | |||
| $27.5K | 0% | 749 -24 | -3% | -$880 | |||
| $27.5K | 0% | 1,056 +19 | +2% | +$494 |
