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
2751
$1.15K ﹤0.01%
748
2752
$1.15K ﹤0.01%
180
2753
$1.14K ﹤0.01%
25
-8
2754
$1.14K ﹤0.01%
+108
2755
$1.14K ﹤0.01%
23
2756
$1.13K ﹤0.01%
100
2757
$1.12K ﹤0.01%
57
-75
2758
$1.12K ﹤0.01%
+60
2759
$1.09K ﹤0.01%
200
2760
$1.08K ﹤0.01%
10
2761
$1.08K ﹤0.01%
30
-166
2762
$1.05K ﹤0.01%
50
-133
2763
$1.04K ﹤0.01%
53
-19
2764
$1.03K ﹤0.01%
28
2765
$1K ﹤0.01%
50
2766
$1K ﹤0.01%
104
2767
$969 ﹤0.01%
10
-7
2768
$968 ﹤0.01%
107
2769
$966 ﹤0.01%
14
-176
2770
$954 ﹤0.01%
5
-70
2771
$952 ﹤0.01%
+25
2772
$932 ﹤0.01%
45
+2
2773
$917 ﹤0.01%
25
-1,063
2774
$899 ﹤0.01%
77
-2,805
2775
$891 ﹤0.01%
96
-82
109 110
111
112 113