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
851
$480K ﹤0.01%
11,930
852
$479K ﹤0.01%
4,666
+88
853
$479K ﹤0.01%
+17,394
854
$477K ﹤0.01%
9,341
-30
855
$469K ﹤0.01%
6,010
+133
856
$463K ﹤0.01%
1,413
-55
857
$461K ﹤0.01%
4,130
-210
858
$451K ﹤0.01%
2,102
+283
859
$450K ﹤0.01%
4,220
-278
860
$447K ﹤0.01%
3,411
-265
861
$447K ﹤0.01%
1,842
+306
862
$447K ﹤0.01%
4,290
-164
863
$447K ﹤0.01%
4,549
-308
864
$444K ﹤0.01%
8,400
865
$442K ﹤0.01%
8,148
-1,040
866
$441K ﹤0.01%
19,206
+12,541
867
$438K ﹤0.01%
15,837
+402
868
$437K ﹤0.01%
2,845
-1
869
$435K ﹤0.01%
27,599
-1,470,843
870
$434K ﹤0.01%
2,492
+110
871
$434K ﹤0.01%
54,222
+5,686
872
$434K ﹤0.01%
6,939
+55
873
$431K ﹤0.01%
9,034
-826
874
$430K ﹤0.01%
220
+11
875
$430K ﹤0.01%
18,400
33 34
35
36 37