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
826
$519K ﹤0.01%
2,907
-501
827
$518K ﹤0.01%
4,958
-111
828
$517K ﹤0.01%
42,000
829
$516K ﹤0.01%
363,404
+31,928
830
$513K ﹤0.01%
7,405
+158
831
$513K ﹤0.01%
2,097
+879
832
$511K ﹤0.01%
5,567
+1,437
833
$510K ﹤0.01%
9,150
-7,856
834
$506K ﹤0.01%
6,683
+149
835
$502K ﹤0.01%
72,375
+1,675
836
$499K ﹤0.01%
8,576
+276
837
$499K ﹤0.01%
250
-25
838
$497K ﹤0.01%
11,900
-1,439
839
$495K ﹤0.01%
20,161
+19,033
840
$495K ﹤0.01%
7,790
+705
841
$493K ﹤0.01%
11,514
+6,340
842
$492K ﹤0.01%
5,728
-314
843
$491K ﹤0.01%
3,345
-271
844
$491K ﹤0.01%
4,234
-1
845
$490K ﹤0.01%
15,100
-364
846
$489K ﹤0.01%
171
847
$489K ﹤0.01%
6,091
+341
848
$488K ﹤0.01%
2,813
849
$486K ﹤0.01%
4,451
850
$480K ﹤0.01%
4,982
-939
32 33
34
35 36