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
2776
$885 ﹤0.01%
686
2777
$880 ﹤0.01%
73
2778
$855 ﹤0.01%
+33
2779
$844 ﹤0.01%
75
2780
$831 ﹤0.01%
106
2781
$826 ﹤0.01%
+97
2782
$815 ﹤0.01%
17
2783
$812 ﹤0.01%
201
2784
$805 ﹤0.01%
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2785
$776 ﹤0.01%
150
-300
2786
$771 ﹤0.01%
+35
2787
$761 ﹤0.01%
5
+3
2788
$756 ﹤0.01%
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2789
$736 ﹤0.01%
62
2790
$725 ﹤0.01%
9
2791
$724 ﹤0.01%
+24
2792
$712 ﹤0.01%
+325
2793
$710 ﹤0.01%
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2794
$708 ﹤0.01%
250
2795
$694 ﹤0.01%
+13
2796
$690 ﹤0.01%
+10
2797
$684 ﹤0.01%
+33
2798
$681 ﹤0.01%
+11
2799
$675 ﹤0.01%
67
2800
$669 ﹤0.01%
6
+5
110 111
112
113 114