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
476
$3.52M 0.01%
104,084
-697
477
$3.46M 0.01%
879,844
478
$3.43M 0.01%
76,689
-452
479
$3.41M 0.01%
322,882
+54,064
480
$3.36M 0.01%
65,154
+5,742
481
$3.33M 0.01%
39,154
-12,892
482
$3.33M 0.01%
42,648
-2,044
483
$3.3M 0.01%
137,581
-540
484
$3.24M 0.01%
116,804
+12,403
485
$3.23M 0.01%
38,343
-2,238
486
$3.22M 0.01%
131,646
-16,264
487
$3.21M 0.01%
19,961
-1,391
488
$3.18M 0.01%
58,202
+170
489
$3.18M 0.01%
7,269
+97
490
$3.13M 0.01%
6,259
-125
491
$3.13M 0.01%
7,029
+467
492
$3.11M 0.01%
15,463
-929
493
$3.08M 0.01%
28,698
-2,588
494
$3M 0.01%
40,892
-491
495
$3M 0.01%
91,872
-34,966
496
$3M 0.01%
12,975
-1,929
497
$2.98M 0.01%
86,982
-10,000
498
$2.94M 0.01%
472,398
499
$2.94M 0.01%
11,910
+1,268
500
$2.88M 0.01%
29,243
-998
18 19
20
21 22