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
876
$429K ﹤0.01%
2,429
-226
877
$427K ﹤0.01%
10,374
-645
878
$422K ﹤0.01%
5,631
-1,163
879
$421K ﹤0.01%
734
-5
880
$419K ﹤0.01%
6,313
-6,594
881
$418K ﹤0.01%
3,089
882
$417K ﹤0.01%
10,413
883
$417K ﹤0.01%
5,377
-3
884
$415K ﹤0.01%
2,290
-504
885
$414K ﹤0.01%
3,479
-510
886
$410K ﹤0.01%
1,697
+32
887
$410K ﹤0.01%
4,330
-161
888
$408K ﹤0.01%
5,560
889
$403K ﹤0.01%
1,800
890
$403K ﹤0.01%
2,968
+201
891
$400K ﹤0.01%
9,462
892
$398K ﹤0.01%
3,804
-400
893
$394K ﹤0.01%
6,036
+942
894
$394K ﹤0.01%
2,535
-31
895
$391K ﹤0.01%
9,695
+4,203
896
$387K ﹤0.01%
71,808
-5,467
897
$385K ﹤0.01%
12,788
-1,781
898
$385K ﹤0.01%
1,099
-1,838
899
$384K ﹤0.01%
14,133
900
$384K ﹤0.01%
5,610
-31
34 35
36
37 38