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
401
$6.22M 0.01%
11,600
-3,843
402
$6.21M 0.01%
189,441
+1,820
403
$5.94M 0.01%
313,632
-89,398
404
$5.89M 0.01%
178,063
+93,017
405
$5.88M 0.01%
350,983
+1,426
406
$5.83M 0.01%
192,774
407
$5.81M 0.01%
44,938
+779
408
$5.73M 0.01%
14,180
-14
409
$5.72M 0.01%
43,207
+671
410
$5.63M 0.01%
137,962
-432
411
$5.56M 0.01%
81,234
+52,031
412
$5.52M 0.01%
7,324
-232
413
$5.5M 0.01%
37,783
-1,936
414
$5.49M 0.01%
194,051
+23,883
415
$5.44M 0.01%
588,511
416
$5.36M 0.01%
222,086
-78,114
417
$5.35M 0.01%
190,384
+29,573
418
$5.22M 0.01%
16,871
-1,232
419
$5.19M 0.01%
512,598
-25,165
420
$5.17M 0.01%
58,105
+1,944
421
$5.13M 0.01%
157,069
+3,042
422
$5.1M 0.01%
105,870
+18,058
423
$5.1M 0.01%
61,125
-4,564
424
$5.05M 0.01%
48,506
-5,983
425
$5.02M 0.01%
47,586
+612
15 16
17
18 19