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
601
$1.5M ﹤0.01%
16,489
-546
602
$1.48M ﹤0.01%
33,300
+15,933
603
$1.46M ﹤0.01%
66,188
-1,511
604
$1.46M ﹤0.01%
6,685
-66
605
$1.45M ﹤0.01%
10,898
-58
606
$1.45M ﹤0.01%
18,027
-463
607
$1.45M ﹤0.01%
6,021
+2,039
608
$1.45M ﹤0.01%
8,378
609
$1.44M ﹤0.01%
4,704
-2,081
610
$1.43M ﹤0.01%
5,375
+156
611
$1.43M ﹤0.01%
13,689
-26
612
$1.43M ﹤0.01%
21,780
-385
613
$1.42M ﹤0.01%
10,190
-269
614
$1.42M ﹤0.01%
7,514
-1,073
615
$1.41M ﹤0.01%
6,629
+54
616
$1.41M ﹤0.01%
28,852
617
$1.4M ﹤0.01%
4,468
-131
618
$1.39M ﹤0.01%
16,537
+789
619
$1.37M ﹤0.01%
13,903
+6,537
620
$1.37M ﹤0.01%
18,793
-1,420
621
$1.36M ﹤0.01%
24,303
+2,121
622
$1.35M ﹤0.01%
31,901
-1,122
623
$1.34M ﹤0.01%
16,514
-1,822
624
$1.32M ﹤0.01%
11,370
625
$1.31M ﹤0.01%
8,009
-491
23 24
25
26 27