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
2926
$166 ﹤0.01%
28
2927
$163 ﹤0.01%
6
2928
$160 ﹤0.01%
+23
2929
$158 ﹤0.01%
+8
2930
$158 ﹤0.01%
+4
2931
$156 ﹤0.01%
+6
2932
$154 ﹤0.01%
50
2933
$153 ﹤0.01%
+25
2934
$151 ﹤0.01%
+107
2935
$148 ﹤0.01%
+138
2936
$147 ﹤0.01%
+38
2937
$145 ﹤0.01%
+10
2938
$144 ﹤0.01%
5
-19
2939
$144 ﹤0.01%
222
2940
$143 ﹤0.01%
20
2941
$140 ﹤0.01%
3
2942
$139 ﹤0.01%
+7
2943
$138 ﹤0.01%
6
+1
2944
$135 ﹤0.01%
+2
2945
$135 ﹤0.01%
+3
2946
$133 ﹤0.01%
+1
2947
$128 ﹤0.01%
1
2948
$126 ﹤0.01%
+10
2949
$123 ﹤0.01%
53
2950
$121 ﹤0.01%
5
116 117
118
119 120