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
451
$4.26M 0.01%
133,239
+126,919
452
$4.26M 0.01%
63,064
-15
453
$4.25M 0.01%
20,225
-99,948
454
$4.22M 0.01%
55,680
-1,115
455
$4.22M 0.01%
45,683
-18
456
$4.19M 0.01%
13,460
+33
457
$4.14M 0.01%
42,882
+515
458
$4.13M 0.01%
60,066
-570
459
$4.1M 0.01%
50,831
+4,559
460
$4.1M 0.01%
20,165
+7,404
461
$4.08M 0.01%
40,428
-2,948
462
$4.06M 0.01%
48,270
+1,364
463
$4.02M 0.01%
21,950
+108
464
$3.98M 0.01%
245,087
-12,578
465
$3.86M 0.01%
18,442
-355
466
$3.83M 0.01%
23,050
-93,845
467
$3.81M 0.01%
17,501
-508
468
$3.76M 0.01%
13,285
-4,120
469
$3.75M 0.01%
72,369
-1,613
470
$3.74M 0.01%
434,211
+35,662
471
$3.68M 0.01%
20,980
-378
472
$3.66M 0.01%
8,295
-962
473
$3.65M 0.01%
85,579
+4,692
474
$3.64M 0.01%
9,937
+192
475
$3.52M 0.01%
13,639
-164
17 18
19
20 21