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
576
$1.73M ﹤0.01%
13,149
-5,884
577
$1.72M ﹤0.01%
57,409
+139
578
$1.72M ﹤0.01%
154,165
+2,863
579
$1.71M ﹤0.01%
115,978
-74,841
580
$1.7M ﹤0.01%
31,482
+31,030
581
$1.7M ﹤0.01%
15,600
-5,514
582
$1.69M ﹤0.01%
20,329
-600
583
$1.68M ﹤0.01%
15,362
+1,014
584
$1.68M ﹤0.01%
68,060
+7,063
585
$1.64M ﹤0.01%
17,494
+1,834
586
$1.64M ﹤0.01%
17,460
+333
587
$1.64M ﹤0.01%
125,295
-30,775
588
$1.63M ﹤0.01%
17,956
-65
589
$1.62M ﹤0.01%
5,678
-423
590
$1.62M ﹤0.01%
21,916
+8
591
$1.6M ﹤0.01%
11,923
+4,673
592
$1.58M ﹤0.01%
52,835
-181,947
593
$1.58M ﹤0.01%
23,547
-305
594
$1.57M ﹤0.01%
29,696
+645
595
$1.56M ﹤0.01%
29,578
+5,393
596
$1.54M ﹤0.01%
+612,000
597
$1.54M ﹤0.01%
19,897
+10,313
598
$1.53M ﹤0.01%
+36,814
599
$1.53M ﹤0.01%
48,764
-12,274
600
$1.52M ﹤0.01%
18,962
-8,025
22 23
24
25 26