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
3276
– –
-1,000
3277
– –
-4
3278
– –
-32
3279
– –
-9,909
3280
– –
-6
3281
– –
-40
3282
– –
-81
3283
– –
-23,443
3284
– –
-84
3285
– –
-240
3286
– –
-4,680
3287
– –
-172
3288
– –
0
3289
– –
-598
3290
– –
-138
3291
– –
-267
3292
– –
-1,000
3293
– –
-160,530
3294
– –
-35
3295
– –
-1,093
3296
– –
-1,000
3297
– –
-2
3298
– –
-5,000
3299
– –
-598
3300
– –
-305
130 131
132
133 134