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
2976
$86 ﹤0.01%
1
-4
2977
$85 ﹤0.01%
+24
2978
$84 ﹤0.01%
+2
2979
$82 ﹤0.01%
1
2980
$82 ﹤0.01%
+2
2981
$80 ﹤0.01%
1
-39
2982
$79 ﹤0.01%
2
-28
2983
$76 ﹤0.01%
1
-4,624
2984
$76 ﹤0.01%
2
-1,798
2985
$73 ﹤0.01%
+1
2986
$72 ﹤0.01%
3
-551
2987
$71 ﹤0.01%
6
2988
$71 ﹤0.01%
10
-300
2989
$71 ﹤0.01%
+3
2990
$71 ﹤0.01%
+8
2991
$70 ﹤0.01%
3
+2
2992
$70 ﹤0.01%
20
2993
$67 ﹤0.01%
+9
2994
$65 ﹤0.01%
1
-43
2995
$65 ﹤0.01%
4
-250
2996
$64 ﹤0.01%
23
2997
$62 ﹤0.01%
3
-7,497
2998
$57 ﹤0.01%
2
-64
2999
$57 ﹤0.01%
+1
3000
$54 ﹤0.01%
6
118 119
120
121 122