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
2726
$1.3K ﹤0.01%
412
-1
2727
$1.3K ﹤0.01%
500
2728
$1.29K ﹤0.01%
132
2729
$1.29K ﹤0.01%
31
2730
$1.28K ﹤0.01%
45
2731
$1.27K ﹤0.01%
291
+91
2732
$1.26K ﹤0.01%
62
-12,499
2733
$1.26K ﹤0.01%
43
2734
$1.23K ﹤0.01%
44
+38
2735
$1.23K ﹤0.01%
51
-87
2736
$1.22K ﹤0.01%
5
2737
$1.22K ﹤0.01%
41
-937
2738
$1.22K ﹤0.01%
86
-221
2739
$1.2K ﹤0.01%
23
2740
$1.2K ﹤0.01%
696
+50
2741
$1.2K ﹤0.01%
23
-2
2742
$1.2K ﹤0.01%
135
-8,250
2743
$1.19K ﹤0.01%
501
2744
$1.19K ﹤0.01%
2,000
+1,000
2745
$1.19K ﹤0.01%
510
2746
$1.18K ﹤0.01%
+173
2747
$1.17K ﹤0.01%
4
2748
$1.17K ﹤0.01%
+28
2749
$1.16K ﹤0.01%
41
-397
2750
$1.16K ﹤0.01%
26
-31
108 109
110
111 112