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
551
$1.99M ﹤0.01%
14,799
-5,720
552
$1.99M ﹤0.01%
7,597
-370
553
$1.98M ﹤0.01%
26,630
+1,543
554
$1.98M ﹤0.01%
17,438
-163
555
$1.97M ﹤0.01%
13,098
-1,019
556
$1.96M ﹤0.01%
65,241
557
$1.94M ﹤0.01%
3,777
-458
558
$1.94M ﹤0.01%
28,438
+58
559
$1.93M ﹤0.01%
21,839
+1,022
560
$1.93M ﹤0.01%
15,192
-812
561
$1.91M ﹤0.01%
31,227
+195
562
$1.88M ﹤0.01%
12,266
-1,846
563
$1.87M ﹤0.01%
44,120
-1,250
564
$1.86M ﹤0.01%
24,576
-39,144
565
$1.86M ﹤0.01%
9,516
+94
566
$1.85M ﹤0.01%
11,174
-5,483
567
$1.85M ﹤0.01%
5,575
+77
568
$1.84M ﹤0.01%
14,919
-114
569
$1.84M ﹤0.01%
11,767
-195
570
$1.84M ﹤0.01%
74,925
-18,178
571
$1.82M ﹤0.01%
61,855
-24,362
572
$1.81M ﹤0.01%
5,777
-71
573
$1.79M ﹤0.01%
25,167
574
$1.75M ﹤0.01%
25,023
-1,894
575
$1.74M ﹤0.01%
30,286
-8,066
21 22
23
24 25