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 | |
|---|---|---|---|---|---|---|---|
| $12.9K | 0% | 100 -87 | -47% | -$11.3K | |||
| $12.9K | 0% | 680 | – | – | |||
| $12.9K | 0% | 143 -32 | -18% | -$2.88K | |||
| $12.8K | 0% | 86 | – | – | |||
| $12.8K | 0% | 100 -122 | -55% | -$15.6K | |||
| $12.7K | 0% | 195 +33 | +20% | +$2.15K | |||
| $12.7K | 0% | 644 +462 | +254% | +$9.09K | |||
| $12.7K | 0% | 334 +149 | +81% | +$5.65K | |||
| $12.6K | 0% | 252 +224 | +800% | +$11.2K | |||
| $12.6K | 0% | 1,300 | – | – | |||
| $12.6K | 0% | 170 -385 | -69% | -$28.5K | |||
| $12.6K | 0% | 1,000 | – | – | |||
| $12.6K | 0% | 144 | – | – | |||
| $12.5K | 0% | 10,000 | – | – | |||
| $12.5K | 0% | 255 -88 | -26% | -$4.31K | |||
| $12.5K | 0% | 410 +10 | +3% | +$305 | |||
| $12.4K | 0% | 255 | New | +$12.4K | |||
| $12.3K | 0% | 283 -29 | -9% | -$1.26K | |||
| $12.3K | 0% | 277 +119 | +75% | +$5.26K | |||
| $12.2K | 0% | 255 -41 | -14% | -$1.96K | |||
| $12.2K | 0% | 225 -1,100 | -83% | -$59.7K | |||
| $12.2K | 0% | 422 | New | +$12.2K | |||
| $12.2K | 0% | 219 -20 | -8% | -$1.11K | |||
| $12.2K | 0% | 230 | – | – | |||
| $12.2K | 0% | 2,794 -138 | -5% | -$600 |
