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
426
$4.99M 0.01%
441,364
427
$4.95M 0.01%
11,202
-131
428
$4.92M 0.01%
106,283
+42,909
429
$4.91M 0.01%
18,354
+52
430
$4.89M 0.01%
181,896
+11,190
431
$4.83M 0.01%
92,207
-32,160
432
$4.81M 0.01%
761,164
433
$4.8M 0.01%
12,803
+6,474
434
$4.79M 0.01%
16,998
+689
435
$4.75M 0.01%
85,916
+84,623
436
$4.74M 0.01%
154,381
+3,087
437
$4.72M 0.01%
28,690
+3,346
438
$4.7M 0.01%
102,686
+761
439
$4.6M 0.01%
24,446
440
$4.59M 0.01%
389,661
-68,125
441
$4.58M 0.01%
250,000
-230,500
442
$4.57M 0.01%
23,398
-576
443
$4.57M 0.01%
118,877
+8,494
444
$4.53M 0.01%
35,171
-1,056
445
$4.52M 0.01%
46,386
+2,000
446
$4.43M 0.01%
14,839
-10,063
447
$4.37M 0.01%
63,403
-5,907
448
$4.36M 0.01%
23,801
+411
449
$4.33M 0.01%
47,077
-75
450
$4.32M 0.01%
52,123
-48
16 17
18
19 20