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
2876
$314 ﹤0.01%
+16
2877
$308 ﹤0.01%
+9
2878
$308 ﹤0.01%
+27
2879
$298 ﹤0.01%
+32
2880
$297 ﹤0.01%
49
2881
$291 ﹤0.01%
+12
2882
$289 ﹤0.01%
+11
2883
$284 ﹤0.01%
+165
2884
$280 ﹤0.01%
33
2885
$275 ﹤0.01%
100
2886
$270 ﹤0.01%
+8
2887
$263 ﹤0.01%
+199
2888
$257 ﹤0.01%
23
-40
2889
$255 ﹤0.01%
22
-540
2890
$254 ﹤0.01%
+23
2891
$251 ﹤0.01%
+26
2892
$251 ﹤0.01%
+3
2893
$250 ﹤0.01%
+21
2894
$247 ﹤0.01%
+23
2895
$246 ﹤0.01%
200
-33
2896
$243 ﹤0.01%
10
2897
$241 ﹤0.01%
468
-6,608
2898
$237 ﹤0.01%
+64
2899
$235 ﹤0.01%
20
2900
$233 ﹤0.01%
45
-482
114 115
116
117 118