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
276
$20.5M 0.04%
64,491
+6,123
277
$20.3M 0.04%
120,002
+116,571
278
$20.2M 0.04%
109,193
-3,353
279
$19.8M 0.04%
437,179
-14,596
280
$19.7M 0.04%
347,827
-406,382
281
$19.3M 0.03%
240,823
-380
282
$19.1M 0.03%
186,244
-4,854
283
$19M 0.03%
57,505
-1,318
284
$18.9M 0.03%
429,644
+53,450
285
$18.9M 0.03%
589,398
-2,753
286
$18.7M 0.03%
108,792
-2,370
287
$18.7M 0.03%
382,427
-8,948
288
$18.6M 0.03%
164,203
-4,354
289
$18.5M 0.03%
504,932
-12,751
290
$18.4M 0.03%
137,823
+224
291
$18.2M 0.03%
33,998
+33,670
292
$18M 0.03%
263,305
-8,025
293
$18M 0.03%
164,623
-10,211
294
$17.9M 0.03%
533,323
-39,615
295
$17.8M 0.03%
38,382
-265
296
$17.7M 0.03%
134,055
-68
297
$17.6M 0.03%
64,165
-1,849
298
$17.6M 0.03%
3,032
+611
299
$17.4M 0.03%
39,594
-1,507
300
$17.1M 0.03%
69,478
-19,076
10 11
12
13 14