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
501
$2.81M 0.01%
117,919
-18,996
502
$2.81M 0.01%
57,083
-4,230
503
$2.78M 0.01%
29,628
-866
504
$2.77M 0.01%
52,701
-748
505
$2.77M ﹤0.01%
65,876
-840
506
$2.74M ﹤0.01%
93,759
-1,891
507
$2.72M ﹤0.01%
232,723
-192
508
$2.68M ﹤0.01%
28,745
-12,465
509
$2.67M ﹤0.01%
9,188
-665
510
$2.64M ﹤0.01%
20,859
+95
511
$2.64M ﹤0.01%
35,492
-4,935
512
$2.63M ﹤0.01%
11,272
+79
513
$2.58M ﹤0.01%
8,291
-481
514
$2.58M ﹤0.01%
23,675
+1,020
515
$2.57M ﹤0.01%
19,314
+157
516
$2.56M ﹤0.01%
223,607
+23,535
517
$2.53M ﹤0.01%
20,824
-36
518
$2.49M ﹤0.01%
10,043
-2,884
519
$2.47M ﹤0.01%
27,558
-10,684
520
$2.46M ﹤0.01%
45,313
+15,170
521
$2.45M ﹤0.01%
20,480
-63
522
$2.45M ﹤0.01%
35,436
-3,386
523
$2.44M ﹤0.01%
25,388
+6,271
524
$2.43M ﹤0.01%
40,537
+9,351
525
$2.4M ﹤0.01%
73,012
+637
19 20
21
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