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
2901
$229 ﹤0.01%
31
2902
$229 ﹤0.01%
20
2903
$224 ﹤0.01%
33
-217
2904
$223 ﹤0.01%
60
2905
$222 ﹤0.01%
+6
2906
$219 ﹤0.01%
+21
2907
$219 ﹤0.01%
+15
2908
$218 ﹤0.01%
+24
2909
$218 ﹤0.01%
+28
2910
$210 ﹤0.01%
20
-182,877
2911
$210 ﹤0.01%
25
2912
$206 ﹤0.01%
6
-244
2913
$202 ﹤0.01%
26
-1
2914
$201 ﹤0.01%
50
2915
$200 ﹤0.01%
655
2916
$197 ﹤0.01%
132
-244
2917
$195 ﹤0.01%
+6
2918
$190 ﹤0.01%
8
-4
2919
$184 ﹤0.01%
27
-45
2920
$183 ﹤0.01%
30
2921
$181 ﹤0.01%
83
2922
$181 ﹤0.01%
1
2923
$179 ﹤0.01%
8
2924
$172 ﹤0.01%
60
2925
$168 ﹤0.01%
13
115 116
117
118 119