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
301
$17.1M 0.03%
56,110
-62
302
$16.9M 0.03%
357,937
-67,384
303
$16.8M 0.03%
178,509
+14,418
304
$16.5M 0.03%
85,498
+5,283
305
$15.9M 0.03%
41,026
+27
306
$15.3M 0.03%
130,624
-101
307
$15.3M 0.03%
260,251
-7,434
308
$15.2M 0.03%
54,883
-4,433
309
$14.6M 0.03%
91,144
+90,457
310
$14.6M 0.03%
280,630
-419,370
311
$14.5M 0.03%
43,048
+42,975
312
$14.4M 0.03%
190,142
-6,299
313
$14.2M 0.03%
69,212
-2,144
314
$13.9M 0.02%
138,701
-6,043
315
$13.9M 0.02%
27,351
-1,014
316
$13.8M 0.02%
151,798
-519
317
$13.8M 0.02%
93,325
-8,459
318
$13.8M 0.02%
809,891
-15,000
319
$13.7M 0.02%
40,538
-1,011
320
$13.2M 0.02%
284,752
-12,332
321
$13.1M 0.02%
176,434
-14,465
322
$12.9M 0.02%
71,066
+1,030
323
$12.9M 0.02%
39,445
+130
324
$12.8M 0.02%
139,372
-2,444
325
$12.6M 0.02%
208,127
+43,932
11 12
13
14 15