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
2701
$1.53K ﹤0.01%
25
2702
$1.52K ﹤0.01%
287
2703
$1.52K ﹤0.01%
+143
2704
$1.51K ﹤0.01%
20
-15
2705
$1.5K ﹤0.01%
180
2706
$1.5K ﹤0.01%
22
-7
2707
$1.49K ﹤0.01%
50
2708
$1.48K ﹤0.01%
106
2709
$1.48K ﹤0.01%
37
-497
2710
$1.47K ﹤0.01%
+15
2711
$1.46K ﹤0.01%
38
-857
2712
$1.46K ﹤0.01%
300
2713
$1.45K ﹤0.01%
39
-44
2714
$1.44K ﹤0.01%
35
+8
2715
$1.43K ﹤0.01%
21
2716
$1.42K ﹤0.01%
93
+25
2717
$1.41K ﹤0.01%
39
-110,921
2718
$1.4K ﹤0.01%
32
2719
$1.4K ﹤0.01%
55
+28
2720
$1.38K ﹤0.01%
504
+4
2721
$1.37K ﹤0.01%
+63
2722
$1.37K ﹤0.01%
+14
2723
$1.34K ﹤0.01%
+21
2724
$1.33K ﹤0.01%
84
-1
2725
$1.3K ﹤0.01%
262
-124
107 108
109
110 111