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
26
$441M 0.79%
2,404,711
+10,448
27
$434M 0.78%
2,331,676
-18,967
28
$432M 0.77%
2,715,412
+6,184
29
$415M 0.74%
1,804,920
+244,108
30
$415M 0.74%
2,100,421
+19,262
31
$398M 0.71%
2,360,884
+14,256
32
$394M 0.7%
1,616,126
-107,413
33
$392M 0.7%
1,007,839
-128,202
34
$384M 0.69%
818,364
-520
35
$383M 0.68%
696,888
+6,076
36
$374M 0.67%
3,031,887
-324,199
37
$353M 0.63%
893,191
-1,672
38
$353M 0.63%
2,045,397
-343,873
39
$343M 0.61%
807,501
-58,517
40
$340M 0.61%
1,887,432
-44,122
41
$339M 0.61%
598,438
-17,135
42
$339M 0.61%
1,412,605
+3,390
43
$339M 0.6%
875,189
-6,534
44
$333M 0.6%
1,140,543
+4,633
45
$326M 0.58%
1,043,600
-391,839
46
$322M 0.57%
877,857
-96,387
47
$320M 0.57%
1,447,550
-4,063
48
$320M 0.57%
5,103,587
+37,654
49
$310M 0.55%
203,588
-442
50
$305M 0.54%
2,275,960
+309,700
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