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
676
$949K ﹤0.01%
14,310
-15,505
677
$946K ﹤0.01%
67,799
678
$946K ﹤0.01%
18,942
-686
679
$943K ﹤0.01%
2,300
-49
680
$936K ﹤0.01%
6,342
-2,610
681
$935K ﹤0.01%
10,423
682
$930K ﹤0.01%
8,469
-1,296
683
$928K ﹤0.01%
24,216
+5,937
684
$920K ﹤0.01%
11,096
+577
685
$906K ﹤0.01%
7,142
+495
686
$904K ﹤0.01%
7,449
-56
687
$889K ﹤0.01%
5,557
+36
688
$886K ﹤0.01%
5,445
-4,862
689
$880K ﹤0.01%
16,906
-16,599
690
$880K ﹤0.01%
2,588
+24
691
$877K ﹤0.01%
10,151
-796
692
$875K ﹤0.01%
9,210
-525
693
$870K ﹤0.01%
15,035
+1,764
694
$869K ﹤0.01%
19,651
-3,537
695
$868K ﹤0.01%
7,288
+123
696
$867K ﹤0.01%
13,472
-278,972
697
$865K ﹤0.01%
17,255
698
$863K ﹤0.01%
2,451
-216
699
$859K ﹤0.01%
42,007
+1,444
700
$848K ﹤0.01%
20,794
+3,248
26 27
28
29 30