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 | |
|---|---|---|---|---|---|---|---|
| $11.3K | 0% | 264 +10 | +4% | +$427 | |||
| $11.3K | 0% | 276 | New | +$11.3K | |||
| $11.2K | 0% | 269 | New | +$11.2K | |||
| $11.2K | 0% | 264 | New | +$11.2K | |||
| $11.2K | 0% | 243 | New | +$11.2K | |||
| $11.2K | 0% | 255 | New | +$11.2K | |||
| $11.2K | 0% | 261 | New | +$11.2K | |||
| $11.2K | 0% | 292 | New | +$11.2K | |||
| $11.2K | 0% | 244 -1,355 | -85% | -$62K | |||
| $11.1K | 0% | 344 | New | +$11.1K | |||
| $11.1K | 0% | 205 -117 | -36% | -$6.35K | |||
| $11.1K | 0% | 318 | – | – | |||
| $11.1K | 0% | 172 | New | +$11.1K | |||
| $11.1K | 0% | 254 | New | +$11.1K | |||
| $11K | 0% | 452 | – | – | |||
| $10.9K | 0% | 1,129 +2 | +0.2% | +$19 | |||
| $10.9K | 0% | 217 | New | +$10.9K | |||
| $10.9K | 0% | 279 -221 | -44% | -$8.62K | |||
| $10.9K | 0% | 184 | – | – | |||
| $10.8K | 0% | 247 | – | – | |||
| $10.8K | 0% | 506 +260 | +106% | +$5.56K | |||
| $10.8K | 0% | 10,000 | New | +$10.8K | |||
| $10.8K | 0% | 580 | – | – | |||
| $10.8K | 0% | 485 -74,670 | -99% | -$1.66M | |||
| $10.8K | 0% | 4,636 +1,341 | +41% | +$3.11K |
