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
2951
$118 ﹤0.01%
+23
2952
$118 ﹤0.01%
+12
2953
$116 ﹤0.01%
100
-551
2954
$116 ﹤0.01%
105
2955
$113 ﹤0.01%
1
-46
2956
$112 ﹤0.01%
6
-640
2957
$112 ﹤0.01%
5
2958
$110 ﹤0.01%
+3
2959
$110 ﹤0.01%
1
-27
2960
$110 ﹤0.01%
5
2961
$110 ﹤0.01%
3
2962
$106 ﹤0.01%
+2
2963
$106 ﹤0.01%
+9
2964
$105 ﹤0.01%
95
2965
$103 ﹤0.01%
+1
2966
$99 ﹤0.01%
+4
2967
$99 ﹤0.01%
+1
2968
$96 ﹤0.01%
2
-56
2969
$96 ﹤0.01%
2
2970
$94 ﹤0.01%
2
2971
$93 ﹤0.01%
1
-3
2972
$90 ﹤0.01%
123
2973
$88 ﹤0.01%
+1
2974
$87 ﹤0.01%
1
-4
2975
$87 ﹤0.01%
5
-142
117 118
119
120 121