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
3026
$25 ﹤0.01%
3
3027
$24 ﹤0.01%
+4
3028
$23 ﹤0.01%
+2
3029
$23 ﹤0.01%
1
-228
3030
$22 ﹤0.01%
1
3031
$21 ﹤0.01%
10
-3
3032
$21 ﹤0.01%
+2
3033
$19 ﹤0.01%
1
3034
$19 ﹤0.01%
1
-84
3035
$18 ﹤0.01%
4
3036
$17 ﹤0.01%
15
3037
$17 ﹤0.01%
1
3038
$17 ﹤0.01%
1
3039
$16 ﹤0.01%
1
3040
$14 ﹤0.01%
6
3041
$14 ﹤0.01%
1
3042
$13 ﹤0.01%
2
3043
$13 ﹤0.01%
3
3044
$13 ﹤0.01%
1
3045
$12 ﹤0.01%
+2
3046
$12 ﹤0.01%
1
-362
3047
$11 ﹤0.01%
1
-1
3048
– –
0
3049
$10 ﹤0.01%
1
3050
– –
-1,243
120 121
122
123 124