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
2551
$3.16K ﹤0.01%
+318
2552
$3.14K ﹤0.01%
96
2553
$3.14K ﹤0.01%
484
+61
2554
$3.13K ﹤0.01%
104
-1,299
2555
$3.11K ﹤0.01%
+91
2556
$3.06K ﹤0.01%
+323
2557
$3.06K ﹤0.01%
22
2558
$3.04K ﹤0.01%
+36
2559
$3.03K ﹤0.01%
263
-729
2560
$3.01K ﹤0.01%
215
-144
2561
$3.01K ﹤0.01%
124
-763
2562
$3K ﹤0.01%
712
2563
$2.97K ﹤0.01%
+105
2564
$2.96K ﹤0.01%
476
2565
$2.9K ﹤0.01%
18
-132
2566
$2.9K ﹤0.01%
239
-332
2567
$2.89K ﹤0.01%
1,117
+988
2568
$2.89K ﹤0.01%
22
2569
$2.87K ﹤0.01%
57
+5
2570
$2.86K ﹤0.01%
280
2571
$2.83K ﹤0.01%
+411
2572
$2.77K ﹤0.01%
+103
2573
$2.72K ﹤0.01%
600
2574
$2.71K ﹤0.01%
105
2575
$2.7K ﹤0.01%
250
-140
101 102
103
104 105