We are live on ! Find out more
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
3176
– –
-219
3177
– –
-102,598
3178
– –
-43,207
3179
– –
-287
3180
– –
-100
3181
– –
-166
3182
– –
-252
3183
– –
-253
3184
– –
-99
3185
– –
-1,685
3186
– –
-10
3187
– –
-3
3188
– –
-277
3189
– –
-60
3190
– –
-54
3191
– –
-150
3192
– –
-32
3193
– –
-9,909
3194
– –
-6
3195
– –
-40
3196
– –
-81
3197
– –
-23,443
3198
– –
-84
3199
– –
-240
3200
– –
-4,680
126 127
128
129 130