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
51
$303M 0.54%
539,665
-7,962
52
$301M 0.54%
2,276,292
-9,236
53
$296M 0.53%
2,384,014
-884,442
54
$290M 0.52%
9,359,631
-41,718
55
$289M 0.52%
2,924,638
+92,868
56
$286M 0.51%
2,719,249
+9,553
57
$280M 0.5%
1,180,480
-33,180
58
$278M 0.5%
902,762
-5,094
59
$278M 0.5%
264,918
-383
60
$278M 0.5%
15,314,866
+333,434
61
$271M 0.48%
2,945,315
+221,567
62
$264M 0.47%
425,390
-3,935
63
$258M 0.46%
3,169,660
+21,785
64
$256M 0.46%
471,318
-2,669
65
$243M 0.43%
1,697,209
-8,319
66
$239M 0.43%
1,006,077
-1,971
67
$238M 0.42%
585,794
-15,961
68
$237M 0.42%
295,847
+232,649
69
$234M 0.42%
907,777
+291,780
70
$232M 0.41%
649,506
+20,530
71
$229M 0.41%
4,009,275
+325,423
72
$228M 0.41%
1,221,335
+5,607
73
$220M 0.39%
6,755,506
-3,344
74
$218M 0.39%
2,669,742
+20,213
75
$217M 0.39%
1,166,664
+142,700
1 2
3
4 5