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
776
$637K ﹤0.01%
15,517
-1,670
777
$630K ﹤0.01%
2,281
+2,055
778
$629K ﹤0.01%
6,110
-1,014
779
$625K ﹤0.01%
5,705
-352
780
$620K ﹤0.01%
250,190
781
$619K ﹤0.01%
30,317
+3,537
782
$614K ﹤0.01%
1,694
783
$612K ﹤0.01%
221,024
784
$608K ﹤0.01%
22,136
785
$607K ﹤0.01%
3,945
+1
786
$605K ﹤0.01%
10,427
-305
787
$605K ﹤0.01%
4,984
-1,032
788
$604K ﹤0.01%
25,253
+18,224
789
$604K ﹤0.01%
2,456
+144
790
$602K ﹤0.01%
55,523
-16,261
791
$602K ﹤0.01%
10,658
+1,759
792
$597K ﹤0.01%
18,524
793
$594K ﹤0.01%
23,927
-28
794
$591K ﹤0.01%
5,571
-54
795
$589K ﹤0.01%
4,627
-76
796
$585K ﹤0.01%
19,027
+311
797
$585K ﹤0.01%
500,000
798
$582K ﹤0.01%
13,619
799
$582K ﹤0.01%
24,258
+10,214
800
$580K ﹤0.01%
14,333
-750
30 31
32
33 34