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
3001
$53 ﹤0.01%
+2
3002
$52 ﹤0.01%
+4
3003
$52 ﹤0.01%
+9
3004
$51 ﹤0.01%
+9
3005
– –
0
3006
$48 ﹤0.01%
5
-164
3007
$46 ﹤0.01%
+3
3008
$45 ﹤0.01%
6
3009
$45 ﹤0.01%
400
3010
$43 ﹤0.01%
+3
3011
$43 ﹤0.01%
+1
3012
$38 ﹤0.01%
14
-395
3013
$37 ﹤0.01%
1
3014
$36 ﹤0.01%
2
3015
$36 ﹤0.01%
3
3016
$35 ﹤0.01%
+1
3017
$34 ﹤0.01%
2
-241
3018
$32 ﹤0.01%
4
+1
3019
$30 ﹤0.01%
2
-34
3020
$28 ﹤0.01%
2
-194
3021
$27 ﹤0.01%
1
-1,136
3022
$26 ﹤0.01%
1
-999
3023
$26 ﹤0.01%
1
3024
$25 ﹤0.01%
33
3025
– –
-72
119 120
121
122 123