CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56B
AUM Growth
+$8.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,351
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$130M
3
+$105M
4
SPOT icon
Spotify
SPOT
+$94.4M
5
TTAN
ServiceTitan Inc
TTAN
+$94.2M

Top Sells

1
+$811M
2
+$178M
3
+$175M
4
UNH icon
UnitedHealth
UNH
+$150M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$129M

Sector Composition

1 Technology 27.93%
2 Financials 12.75%
3 Healthcare 10.35%
4 Consumer Discretionary 9.14%
5 Industrials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34.8M 0.06%
724,351
+19,587
227
$34.5M 0.06%
70,694
-1,130
228
$34.3M 0.06%
484,425
-167,932
229
$33.9M 0.06%
325,865
+7,897
230
$33.7M 0.06%
66,093
-18,664
231
$33.1M 0.06%
376,638
-19,915
232
$32.4M 0.06%
522,234
-16,222
233
$32.4M 0.06%
408,873
-604,959
234
$32.2M 0.06%
105,824
+100,055
235
$31.8M 0.06%
1,520,029
+185,584
236
$31.4M 0.06%
311,328
+8,192
237
$31.3M 0.06%
809,284
-37,236
238
$31.2M 0.06%
214,590
-38,245
239
$31.1M 0.06%
177,024
-2,503
240
$30.4M 0.05%
422,675
-9,472
241
$30.2M 0.05%
52,364
-14,683
242
$29.8M 0.05%
312,179
+134,530
243
$29.2M 0.05%
361,572
-16,434
244
$29.2M 0.05%
125,190
-25,272
245
$28.9M 0.05%
263,397
+38,758
246
$28.8M 0.05%
1,114,830
-143,893
247
$28.5M 0.05%
128,650
-41,755
248
$28.5M 0.05%
222,238
-4,245
249
$28.5M 0.05%
299,171
+43,084
250
$28.2M 0.05%
148,997
-3,830
8 9
10
11 12