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
2851
$454 ﹤0.01%
145
2852
$448 ﹤0.01%
23
2853
$445 ﹤0.01%
1,500
2854
$440 ﹤0.01%
+4
2855
$436 ﹤0.01%
30
-10
2856
$432 ﹤0.01%
23
-55,916
2857
$429 ﹤0.01%
34
2858
$425 ﹤0.01%
+89
2859
$416 ﹤0.01%
75
2860
$409 ﹤0.01%
43
-1,127
2861
$408 ﹤0.01%
250
2862
$394 ﹤0.01%
+23
2863
$394 ﹤0.01%
35
-2,065
2864
$389 ﹤0.01%
10
-5
2865
$382 ﹤0.01%
+12
2866
$377 ﹤0.01%
6
2867
$366 ﹤0.01%
75
2868
$353 ﹤0.01%
11
2869
$351 ﹤0.01%
290
2870
$345 ﹤0.01%
26
2871
$343 ﹤0.01%
+15
2872
$342 ﹤0.01%
36
2873
$340 ﹤0.01%
279
-9
2874
$321 ﹤0.01%
30
2875
$315 ﹤0.01%
65
-25
113 114
115
116 117