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
2526
$3.49K ﹤0.01%
685
2527
$3.48K ﹤0.01%
600
-1
2528
$3.48K ﹤0.01%
251
2529
$3.47K ﹤0.01%
41
2530
$3.46K ﹤0.01%
100
2531
$3.45K ﹤0.01%
200
2532
$3.44K ﹤0.01%
65
2533
$3.43K ﹤0.01%
157
-87
2534
$3.43K ﹤0.01%
25
2535
$3.42K ﹤0.01%
2,000
2536
$3.41K ﹤0.01%
112
-121
2537
$3.4K ﹤0.01%
110
2538
$3.37K ﹤0.01%
330
2539
$3.36K ﹤0.01%
164
2540
$3.33K ﹤0.01%
73
2541
$3.33K ﹤0.01%
320
2542
$3.33K ﹤0.01%
250
2543
$3.31K ﹤0.01%
91
-9
2544
$3.3K ﹤0.01%
30
-60
2545
$3.29K ﹤0.01%
21
-6
2546
$3.28K ﹤0.01%
+70
2547
$3.28K ﹤0.01%
75
2548
$3.17K ﹤0.01%
+1,000
2549
$3.17K ﹤0.01%
+439
2550
$3.16K ﹤0.01%
93
100 101
102
103 104