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
376
$7.53M 0.01%
173,944
-7,417
377
$7.52M 0.01%
72,437
+3,309
378
$7.52M 0.01%
10,257
+89
379
$7.49M 0.01%
130,455
-8,692
380
$7.45M 0.01%
67,237
+21,768
381
$7.41M 0.01%
163,829
-45,727
382
$7.36M 0.01%
69,676
-521
383
$7.28M 0.01%
53,638
+298
384
$7.27M 0.01%
18,979
+45
385
$7.15M 0.01%
269,701
+62,980
386
$6.79M 0.01%
11,984
-1,226
387
$6.77M 0.01%
126,245
+1,056
388
$6.76M 0.01%
16,084
+1,488
389
$6.73M 0.01%
54,182
-33
390
$6.72M 0.01%
450,425
-21,300
391
$6.64M 0.01%
64,876
-4,707
392
$6.59M 0.01%
107,610
-11,708
393
$6.57M 0.01%
97,739
-2,497
394
$6.57M 0.01%
128,754
+3,501
395
$6.4M 0.01%
54,249
-102,395
396
$6.4M 0.01%
55,642
-21,576
397
$6.37M 0.01%
32,850
+3,915
398
$6.36M 0.01%
22,346
+2,431
399
$6.28M 0.01%
10,597
-65
400
$6.26M 0.01%
37,124
14 15
16
17 18