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
2501
$3.95K ﹤0.01%
171
2502
$3.89K ﹤0.01%
+57
2503
$3.86K ﹤0.01%
88
-205
2504
$3.82K ﹤0.01%
+64
2505
$3.82K ﹤0.01%
2,000
-250
2506
$3.81K ﹤0.01%
178
-3,239
2507
$3.79K ﹤0.01%
41
2508
$3.78K ﹤0.01%
44
+11
2509
$3.78K ﹤0.01%
21
-31
2510
$3.72K ﹤0.01%
160
2511
$3.71K ﹤0.01%
159
-91
2512
$3.71K ﹤0.01%
30
-137
2513
$3.67K ﹤0.01%
76
+9
2514
$3.64K ﹤0.01%
334
2515
$3.62K ﹤0.01%
17
-14
2516
$3.6K ﹤0.01%
+114
2517
$3.59K ﹤0.01%
100
2518
$3.57K ﹤0.01%
79
-12
2519
$3.57K ﹤0.01%
+391
2520
$3.54K ﹤0.01%
108
+3
2521
$3.53K ﹤0.01%
55
-129
2522
$3.51K ﹤0.01%
+51
2523
$3.5K ﹤0.01%
+200
2524
$3.5K ﹤0.01%
305
2525
$3.5K ﹤0.01%
+151
99 100
101
102 103