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
2651
$1.87K ﹤0.01%
1,509
2652
$1.86K ﹤0.01%
1,420
2653
$1.85K ﹤0.01%
+126
2654
$1.84K ﹤0.01%
80
-120
2655
$1.84K ﹤0.01%
250
2656
$1.83K ﹤0.01%
26
+1
2657
$1.83K ﹤0.01%
+54
2658
$1.83K ﹤0.01%
216
2659
$1.82K ﹤0.01%
1,000
2660
$1.82K ﹤0.01%
21
2661
$1.81K ﹤0.01%
160
2662
$1.81K ﹤0.01%
26
-401
2663
$1.8K ﹤0.01%
82
-333
2664
$1.8K ﹤0.01%
+278
2665
$1.79K ﹤0.01%
20
-150
2666
$1.79K ﹤0.01%
580
-483
2667
$1.79K ﹤0.01%
76
-223
2668
$1.78K ﹤0.01%
+26
2669
$1.77K ﹤0.01%
+488
2670
$1.77K ﹤0.01%
+100
2671
$1.77K ﹤0.01%
260
+250
2672
$1.76K ﹤0.01%
281
2673
$1.75K ﹤0.01%
+53
2674
$1.73K ﹤0.01%
+143
2675
$1.73K ﹤0.01%
+41
105 106
107
108 109