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
251
$28.2M 0.05%
584,513
-37,537
252
$27.5M 0.05%
58,732
-1,541
253
$27.3M 0.05%
720,473
-19,529
254
$27.1M 0.05%
279,680
-10,744
255
$26.4M 0.05%
161,347
-47,180
256
$26.4M 0.05%
1,755,064
+695,465
257
$25.5M 0.05%
50,856
-743
258
$25.5M 0.05%
185,457
-69,234
259
$25.2M 0.05%
55,988
-1,565
260
$25.1M 0.04%
699,448
-19,320
261
$24.9M 0.04%
31,672
-789
262
$24.5M 0.04%
267,195
-3,608
263
$23.8M 0.04%
345,067
+13,404
264
$23.6M 0.04%
297,153
-3,369
265
$23.3M 0.04%
161,021
-4,328
266
$23.3M 0.04%
490,973
267
$23M 0.04%
277,083
-4,416
268
$22.8M 0.04%
217,783
+114,158
269
$22.4M 0.04%
205,695
+198,140
270
$22.4M 0.04%
76,857
-287
271
$21.9M 0.04%
904,770
-157,136
272
$21.4M 0.04%
179,630
-34,015
273
$21.1M 0.04%
838,717
+23,842
274
$20.8M 0.04%
815,093
-17,271
275
$20.7M 0.04%
375,098
-2,184
9 10
11
12 13