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
2576
$2.69K ﹤0.01%
1,000
2577
$2.69K ﹤0.01%
+45
2578
$2.66K ﹤0.01%
775
2579
$2.65K ﹤0.01%
55
-19
2580
$2.63K ﹤0.01%
132
+109
2581
$2.63K ﹤0.01%
72
+17
2582
$2.62K ﹤0.01%
68
-66
2583
$2.61K ﹤0.01%
115
-15
2584
$2.6K ﹤0.01%
50
-20
2585
$2.6K ﹤0.01%
113
-67
2586
$2.59K ﹤0.01%
65
2587
$2.59K ﹤0.01%
75
-1,500
2588
$2.58K ﹤0.01%
105
2589
$2.57K ﹤0.01%
+73
2590
$2.57K ﹤0.01%
288
+30
2591
$2.52K ﹤0.01%
79
2592
$2.5K ﹤0.01%
39
+37
2593
$2.49K ﹤0.01%
167
2594
$2.46K ﹤0.01%
50
2595
$2.42K ﹤0.01%
115
-85
2596
$2.41K ﹤0.01%
142
2597
$2.39K ﹤0.01%
73
2598
$2.39K ﹤0.01%
+78
2599
$2.38K ﹤0.01%
+102
2600
$2.37K ﹤0.01%
17
-37
102 103
104
105 106