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 | |
|---|---|---|---|---|---|---|---|
| $18.3K | 0% | 60 -18 | -23% | -$5.49K | |||
| $18.3K | 0% | 318 -785 | -71% | -$45.1K | |||
| $18.1K | 0% | 2,300 -2,022 | -47% | -$16K | |||
| $18.1K | 0% | 2,500 | New | +$18.1K | |||
| $18.1K | 0% | 2,175 -4,441 | -67% | -$37K | |||
| $18.1K | 0% | 773 +491 | +174% | +$11.5K | |||
| $17.9K | 0% | 1,907 | – | – | |||
| $17.9K | 0% | 334 | – | – | |||
| $17.9K | 0% | 197 -66 | -25% | -$5.98K | |||
| $17.9K | 0% | 1,000 | – | – | |||
| $17.9K | 0% | 1,600 | New | +$17.9K | |||
| $17.8K | 0% | 248 +60 | +32% | +$4.32K | |||
| $17.8K | 0% | 938 +88 | +10% | +$1.67K | |||
| $17.8K | 0% | 231 +122 | +112% | +$9.39K | |||
| $17.7K | 0% | 463 -22 | -5% | -$842 | |||
| $17.7K | 0% | 198 | – | – | |||
| $17.7K | 0% | 7,552 | – | – | |||
| $17.7K | 0% | 1,342 +739 | +123% | +$9.73K | |||
| $17.6K | 0% | 2,170 | – | – | |||
| $17.6K | 0% | 711 | New | +$17.6K | |||
| $17.6K | 0% | 400 | – | – | |||
| $17.6K | 0% | 1,500 +1,248 | +495% | +$14.6K | |||
| $17.6K | 0% | 356 +181 | +103% | +$8.93K | |||
| $17.5K | 0% | 300 | – | – | |||
| $17.4K | 0% | 343 | – | – |
