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
2826
$546 ﹤0.01%
57
-22
2827
$542 ﹤0.01%
80
2828
$541 ﹤0.01%
1,000
2829
$528 ﹤0.01%
+56
2830
$526 ﹤0.01%
1,318
-169,403
2831
$524 ﹤0.01%
154
2832
$523 ﹤0.01%
+47
2833
$522 ﹤0.01%
26
-208
2834
$513 ﹤0.01%
+4
2835
$513 ﹤0.01%
2
-83
2836
$512 ﹤0.01%
294
-490
2837
$512 ﹤0.01%
51
-830
2838
$511 ﹤0.01%
1,290
2839
$505 ﹤0.01%
+500
2840
$504 ﹤0.01%
122
-88
2841
$502 ﹤0.01%
28
2842
$498 ﹤0.01%
27
-235
2843
$490 ﹤0.01%
+35
2844
$489 ﹤0.01%
32
-144
2845
$486 ﹤0.01%
8
+6
2846
$462 ﹤0.01%
109
+92
2847
$458 ﹤0.01%
100
2848
$457 ﹤0.01%
+16
2849
$457 ﹤0.01%
29
-656
2850
$455 ﹤0.01%
33
112 113
114
115 116