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
626
$1.31M ﹤0.01%
+301,683
627
$1.3M ﹤0.01%
20,328
-1,580
628
$1.3M ﹤0.01%
10,085
629
$1.29M ﹤0.01%
17,713
+3,874
630
$1.27M ﹤0.01%
55,952
-6,146
631
$1.26M ﹤0.01%
49,698
-11,573
632
$1.26M ﹤0.01%
21,338
633
$1.25M ﹤0.01%
3,554
-515
634
$1.23M ﹤0.01%
50,482
+542
635
$1.22M ﹤0.01%
6,460
-4,666
636
$1.21M ﹤0.01%
6,113
-55
637
$1.2M ﹤0.01%
22,954
-34,108
638
$1.19M ﹤0.01%
24,266
-13,197
639
$1.19M ﹤0.01%
17,116
+1
640
$1.19M ﹤0.01%
+7,277
641
$1.18M ﹤0.01%
27,235
+1,079
642
$1.18M ﹤0.01%
8,395
+1
643
$1.17M ﹤0.01%
9,516
-3,026
644
$1.17M ﹤0.01%
19,460
-2,879
645
$1.17M ﹤0.01%
12,296
+834
646
$1.16M ﹤0.01%
8,877
-26,979
647
$1.15M ﹤0.01%
10,800
+97
648
$1.13M ﹤0.01%
6,664
-218
649
$1.11M ﹤0.01%
30,852
+68
650
$1.11M ﹤0.01%
14,098
-3,287
24 25
26
27 28