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 | |
|---|---|---|---|---|---|---|---|
| $12.1K | 0% | 484 | – | – | |||
| $12.1K | 0% | 1,170 | New | +$12.1K | |||
| $12.1K | 0% | 5,555 | New | +$12.1K | |||
| $12K | 0% | 335 | – | – | |||
| $12K | 0% | 426 +400 | +1,538% | +$11.3K | |||
| $11.9K | 0% | 150 | – | – | |||
| $11.9K | 0% | 2,400 -200 | -8% | -$988 | |||
| $11.8K | 0% | 113 +36 | +47% | +$3.76K | |||
| $11.8K | 0% | 711 -842 | -54% | -$13.9K | |||
| $11.8K | 0% | 335 +140 | +72% | +$4.91K | |||
| $11.7K | 0% | 307 | New | +$11.7K | |||
| $11.7K | 0% | 1,000 +500 | +100% | +$5.86K | |||
| $11.7K | 0% | 57 | – | – | |||
| $11.7K | 0% | 554 -1,825 | -77% | -$38.4K | |||
| $11.6K | 0% | 1,000 | – | – | |||
| $11.6K | 0% | 351 | – | – | |||
| $11.5K | 0% | 446 | – | – | |||
| $11.5K | 0% | 446 | – | – | |||
| $11.4K | 0% | 305 | New | +$11.4K | |||
| $11.4K | 0% | 253 | New | +$11.4K | |||
| $11.3K | 0% | 291 | New | +$11.3K | |||
| $11.3K | 0% | 326 | – | – | |||
| $11.3K | 0% | 97 +45 | +87% | +$5.24K | |||
| $11.3K | 0% | 283 | New | +$11.3K | |||
| $11.3K | 0% | 274 | New | +$11.3K |
