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
2476
$4.47K ﹤0.01%
102
2477
$4.46K ﹤0.01%
109
2478
$4.39K ﹤0.01%
1,800
-2,400
2479
$4.38K ﹤0.01%
+91
2480
$4.35K ﹤0.01%
62
-1,964
2481
$4.33K ﹤0.01%
219
2482
$4.32K ﹤0.01%
655
-452
2483
$4.29K ﹤0.01%
251
-267
2484
$4.26K ﹤0.01%
99
+28
2485
$4.26K ﹤0.01%
30
-20
2486
$4.25K ﹤0.01%
2,500
2487
$4.23K ﹤0.01%
1,000
-451
2488
$4.21K ﹤0.01%
323
-5,675
2489
$4.21K ﹤0.01%
373
+73
2490
$4.18K ﹤0.01%
2,000
2491
$4.18K ﹤0.01%
64
2492
$4.16K ﹤0.01%
210
2493
$4.13K ﹤0.01%
+129
2494
$4.12K ﹤0.01%
22
2495
$4.12K ﹤0.01%
2,166
2496
$4.09K ﹤0.01%
330
2497
$4.05K ﹤0.01%
59
-138
2498
$3.98K ﹤0.01%
163
2499
$3.96K ﹤0.01%
450
2500
$3.95K ﹤0.01%
270
98 99
100
101 102