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
351
$9.7M 0.02%
36,342
-1,584
352
$9.66M 0.02%
46,105
-15,905
353
$9.61M 0.02%
183,619
+8,107
354
$9.55M 0.02%
134,434
-20,249
355
$9.14M 0.02%
72,170
-10,128
356
$9.06M 0.02%
42,572
+24,482
357
$9M 0.02%
168,957
-3,189
358
$8.79M 0.02%
55,455
-2,404
359
$8.72M 0.02%
147,345
+32,732
360
$8.68M 0.02%
601,400
+1,400
361
$8.62M 0.02%
628,379
+29,141
362
$8.45M 0.02%
62,895
-41,344
363
$8.09M 0.01%
22,678
-1,224
364
$8.06M 0.01%
60,814
+1,297
365
$8.02M 0.01%
190,964
+1,846
366
$8.02M 0.01%
276,988
+3,463
367
$8.01M 0.01%
102,424
-7,599
368
$7.91M 0.01%
108,019
-492
369
$7.83M 0.01%
122,311
+13,649
370
$7.79M 0.01%
131,970
-4,148
371
$7.73M 0.01%
58,172
-2,265
372
$7.67M 0.01%
33,764
-567
373
$7.67M 0.01%
48,596
-2,458
374
$7.56M 0.01%
26,455
+328
375
$7.56M 0.01%
105,265
13 14
15
16 17