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
326
$12.6M 0.02%
92,107
+1,971
327
$12.5M 0.02%
11,975
-8,979
328
$11.7M 0.02%
67,450
-5,910
329
$11.6M 0.02%
129,681
-1,975,208
330
$11.4M 0.02%
88,974
+83,219
331
$11.3M 0.02%
504,368
+16,935
332
$11.3M 0.02%
32,058
+2,520
333
$11.2M 0.02%
801,821
+299,839
334
$11M 0.02%
192,500
335
$10.9M 0.02%
134,125
+29,098
336
$10.8M 0.02%
42,190
-67
337
$10.8M 0.02%
267,734
-48,912
338
$10.8M 0.02%
49,246
+2,762
339
$10.6M 0.02%
200,053
+2,730
340
$10.3M 0.02%
77,548
-4,150
341
$10.3M 0.02%
274,378
-5,048
342
$10.3M 0.02%
527,904
+200,000
343
$10.2M 0.02%
43,600
-1,870
344
$10.1M 0.02%
405,861
-1,012,941
345
$9.95M 0.02%
70,112
-1,390
346
$9.92M 0.02%
1,687,521
-606,002
347
$9.91M 0.02%
14,940
-5,474
348
$9.88M 0.02%
24,445
-165,875
349
$9.86M 0.02%
448,952
+6,364
350
$9.81M 0.02%
89,057
-2,260
12 13
14
15 16