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
2626
$2.12K ﹤0.01%
79
+13
2627
$2.1K ﹤0.01%
404
+8
2628
$2.09K ﹤0.01%
120
-135
2629
$2.09K ﹤0.01%
21
+15
2630
$2.09K ﹤0.01%
2,220
+4
2631
$2.08K ﹤0.01%
89
+1
2632
$2.08K ﹤0.01%
700
2633
$2.07K ﹤0.01%
200
2634
$2.07K ﹤0.01%
170
2635
$2.07K ﹤0.01%
207
2636
$2.05K ﹤0.01%
65
2637
$2.04K ﹤0.01%
+178
2638
$2.02K ﹤0.01%
43
-38
2639
$2.01K ﹤0.01%
44
2640
$2K ﹤0.01%
86
2641
$1.99K ﹤0.01%
51
-85
2642
$1.99K ﹤0.01%
25
2643
$1.97K ﹤0.01%
28
+10
2644
$1.96K ﹤0.01%
+50
2645
$1.95K ﹤0.01%
110
-135
2646
$1.93K ﹤0.01%
91
2647
$1.92K ﹤0.01%
46
-1,010
2648
$1.92K ﹤0.01%
400
2649
$1.91K ﹤0.01%
+178
2650
$1.91K ﹤0.01%
300
104 105
106
107 108