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
751
$695K ﹤0.01%
6,285
-384
752
$693K ﹤0.01%
4,610
+83
753
$687K ﹤0.01%
66,380
+6,438
754
$682K ﹤0.01%
12,255
-1,205
755
$677K ﹤0.01%
16,906
-1,956
756
$675K ﹤0.01%
28,706
+15,966
757
$675K ﹤0.01%
8,426
+558
758
$672K ﹤0.01%
15,483
-800
759
$671K ﹤0.01%
8,846
+229
760
$666K ﹤0.01%
30,897
+20,897
761
$663K ﹤0.01%
18,028
+1
762
$659K ﹤0.01%
19,277
-126
763
$659K ﹤0.01%
10,806
+2,589
764
$658K ﹤0.01%
1,470
765
$655K ﹤0.01%
29,659
+512
766
$655K ﹤0.01%
1,373
+265
767
$653K ﹤0.01%
8,917
+276
768
$651K ﹤0.01%
2,333
-508
769
$650K ﹤0.01%
9,562
-1,216
770
$648K ﹤0.01%
13,534
771
$646K ﹤0.01%
5,718
772
$645K ﹤0.01%
6,062
+181
773
$641K ﹤0.01%
9,544
+5,847
774
$640K ﹤0.01%
14,627
+37
775
$638K ﹤0.01%
7,671
-3,240
29 30
31
32 33