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
651
$1.11M ﹤0.01%
22,480
-1,801
652
$1.1M ﹤0.01%
25,559
+5,151
653
$1.1M ﹤0.01%
18,733
654
$1.1M ﹤0.01%
15,394
655
$1.1M ﹤0.01%
10,365
-1,612
656
$1.08M ﹤0.01%
10,892
-13
657
$1.08M ﹤0.01%
13,557
+59
658
$1.07M ﹤0.01%
12,210
+5,345
659
$1.07M ﹤0.01%
19,621
660
$1.07M ﹤0.01%
37,262
+250
661
$1.06M ﹤0.01%
246,103
+4,678
662
$1.04M ﹤0.01%
8,651
-1,015
663
$1.04M ﹤0.01%
180,202
+14,183
664
$1.03M ﹤0.01%
1,970
-26
665
$1.03M ﹤0.01%
6,537
+83
666
$1.03M ﹤0.01%
4,916
+713
667
$1.02M ﹤0.01%
4,560
-299
668
$1.01M ﹤0.01%
55,667
-2,185
669
$1.01M ﹤0.01%
5,531
-300
670
$1.01M ﹤0.01%
8,246
-6,107
671
$992K ﹤0.01%
411,490
-124
672
$989K ﹤0.01%
8,644
-480
673
$978K ﹤0.01%
32,818
674
$978K ﹤0.01%
4,474
-700
675
$958K ﹤0.01%
6,352
+77
25 26
27
28 29