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 | |
|---|---|---|---|---|---|---|---|
| $10.7K | 0% | 1,569 | New | +$10.7K | |||
| $10.7K | 0% | 596 | New | +$10.7K | |||
| $10.7K | 0% | 1,500 | – | – | |||
| $10.6K | 0% | 154 -10 | -6% | -$687 | |||
| $10.6K | 0% | 60 -60 | -50% | -$10.6K | |||
| $10.6K | 0% | 646 +464 | +255% | +$7.6K | |||
| $10.5K | 0% | 992 -20 | -2% | -$212 | |||
| $10.5K | 0% | 5,970 | – | – | |||
| $10.4K | 0% | 418 +5 | +1% | +$125 | |||
| $10.4K | 0% | 822 -531 | -39% | -$6.72K | |||
| $10.4K | 0% | 737 +558 | +312% | +$7.85K | |||
| $10.3K | 0% | 72 -37 | -34% | -$5.3K | |||
| $10.3K | 0% | 381 | New | +$10.3K | |||
| $10.3K | 0% | 5,000 +4,000 | +400% | +$8.2K | |||
| $10.2K | 0% | 170 | – | – | |||
| $10.1K | 0% | 190 +176 | +1,257% | +$9.4K | |||
| $10.1K | 0% | 12,500 | – | – | |||
| $10.1K | 0% | 1,396 | New | +$10.1K | |||
| $10.1K | 0% | 348 +220 | +172% | +$6.39K | |||
| $10K | 0% | 411 +5 | +1% | +$122 | |||
| $9.99K | 0% | 1,000 | – | – | |||
| $9.88K | 0% | 1,300 -200 | -13% | -$1.52K | |||
| $9.85K | 0% | 400 | New | +$9.85K | |||
| $9.8K | 0% | 1,088 | – | – | |||
| $9.79K | 0% | 197 +131 | +198% | +$6.51K |
