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
726
$742K ﹤0.01%
32,828
-202
727
$740K ﹤0.01%
27,945
-1,409
728
$739K ﹤0.01%
7,896
+3,129
729
$737K ﹤0.01%
8,244
+967
730
$736K ﹤0.01%
2,502
+26
731
$734K ﹤0.01%
6,674
+31
732
$734K ﹤0.01%
6,218
+347
733
$731K ﹤0.01%
25,458
-6,597
734
$730K ﹤0.01%
23,526
+3,216
735
$729K ﹤0.01%
10,140
-2,879
736
$723K ﹤0.01%
5,500
-842
737
$722K ﹤0.01%
3,040
-218
738
$722K ﹤0.01%
13,850
-6,545
739
$721K ﹤0.01%
17,337
-1,721
740
$721K ﹤0.01%
6,153
+4,216
741
$719K ﹤0.01%
7,955
-1,159
742
$715K ﹤0.01%
2,476
+7
743
$715K ﹤0.01%
2,755
-37
744
$713K ﹤0.01%
24,888
-7,164
745
$712K ﹤0.01%
62,032
-6,601
746
$711K ﹤0.01%
4,041
-1,079
747
$709K ﹤0.01%
22,479
748
$708K ﹤0.01%
18,649
-100,742
749
$700K ﹤0.01%
49,372
+4,680
750
$699K ﹤0.01%
10,257
-380
28 29
30
31 32