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
801
$579K ﹤0.01%
7,264
-2,241
802
$577K ﹤0.01%
9,909
+753
803
$575K ﹤0.01%
6,442
+2,234
804
$574K ﹤0.01%
2,132
-210
805
$574K ﹤0.01%
13,522
806
$568K ﹤0.01%
17,870
+1,657
807
$566K ﹤0.01%
11,995
808
$566K ﹤0.01%
11,516
809
$560K ﹤0.01%
10,844
-2,128
810
$558K ﹤0.01%
10,788
-248
811
$554K ﹤0.01%
11,190
-4,035
812
$548K ﹤0.01%
8,748
-6,383
813
$547K ﹤0.01%
10,740
814
$547K ﹤0.01%
15,266
+12,723
815
$546K ﹤0.01%
2,771
+328
816
$545K ﹤0.01%
5,879
-372
817
$543K ﹤0.01%
1,550
-1,287
818
$539K ﹤0.01%
2,470
+3
819
$533K ﹤0.01%
25,500
820
$532K ﹤0.01%
10,000
821
$524K ﹤0.01%
3,632
+315
822
$524K ﹤0.01%
21,977
+1,529
823
$522K ﹤0.01%
3,964
-446
824
$522K ﹤0.01%
5,627
+5,015
825
$520K ﹤0.01%
4,118
-125
31 32
33
34 35