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
701
$844K ﹤0.01%
8,778
-682
702
$835K ﹤0.01%
6,868
-1,724
703
$833K ﹤0.01%
6,462
-980
704
$827K ﹤0.01%
2,718
-1,355
705
$826K ﹤0.01%
39,588
-9,879
706
$821K ﹤0.01%
12,908
-4,001
707
$818K ﹤0.01%
3,136
-1,895
708
$818K ﹤0.01%
8,256
-189
709
$812K ﹤0.01%
6,549
-1,334
710
$812K ﹤0.01%
37,681
-10,487
711
$811K ﹤0.01%
49,807
-6,102
712
$804K ﹤0.01%
12,255
-2,999
713
$801K ﹤0.01%
7,597
-3,162
714
$790K ﹤0.01%
8,679
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715
$779K ﹤0.01%
11,767
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716
$778K ﹤0.01%
8,139
717
$771K ﹤0.01%
4,079
-35
718
$766K ﹤0.01%
652
-25
719
$764K ﹤0.01%
4,252
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720
$760K ﹤0.01%
4,958
721
$756K ﹤0.01%
20,364
-196
722
$754K ﹤0.01%
17,961
-4,491
723
$748K ﹤0.01%
29,126
-17,669
724
$746K ﹤0.01%
16,710
-2,712
725
$744K ﹤0.01%
14,299
-475
27 28
29
30 31