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
526
$2.38M ﹤0.01%
33,173
-229
527
$2.36M ﹤0.01%
23,488
-1,010
528
$2.36M ﹤0.01%
14,305
+2,361
529
$2.32M ﹤0.01%
2,450,400
+210,400
530
$2.29M ﹤0.01%
5,596
-59
531
$2.28M ﹤0.01%
22,139
-10,964
532
$2.28M ﹤0.01%
1,940
533
$2.27M ﹤0.01%
54,561
-7,755
534
$2.26M ﹤0.01%
89,075
+6,282
535
$2.26M ﹤0.01%
14,869
-597
536
$2.24M ﹤0.01%
15,202
+166
537
$2.24M ﹤0.01%
23,891
+34
538
$2.2M ﹤0.01%
16,312
+7,997
539
$2.19M ﹤0.01%
88,491
-68,531
540
$2.17M ﹤0.01%
2,423
-471
541
$2.15M ﹤0.01%
30,944
+4,339
542
$2.15M ﹤0.01%
4,187
+4,002
543
$2.08M ﹤0.01%
24,552
-5,637
544
$2.08M ﹤0.01%
48,373
-118,797
545
$2.06M ﹤0.01%
20,988
-140
546
$2.05M ﹤0.01%
20,382
+1,825
547
$2.05M ﹤0.01%
15,806
-826
548
$2.04M ﹤0.01%
15,854
549
$2.03M ﹤0.01%
111,276
-2,726
550
$2M ﹤0.01%
23,420
-1,444
20 21
22
23 24