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
3301
– –
-335
3302
– –
-360
3303
– –
-45
3304
– –
-5,000
3305
– –
-1
3306
– –
-467
3307
– –
-3
3308
– –
-114
3309
– –
-2,096
3310
– –
-1
3311
– –
-1,152
3312
– –
-131
3313
– –
-938
3314
– –
-1,164
3315
– –
-10,000
3316
– –
-16
3317
– –
-307
3318
– –
-155
3319
– –
-450
3320
– –
-250
3321
– –
-15
3322
– –
-89
3323
– –
-53
3324
– –
-25
3325
– –
-11,668
130 131 132
133
134