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
901
$382K ﹤0.01%
1,396
+324
902
$381K ﹤0.01%
15,001
-3,421
903
$380K ﹤0.01%
4,705
+1,125
904
$378K ﹤0.01%
2,460
+243
905
$377K ﹤0.01%
6,371
+4
906
$376K ﹤0.01%
8,182
+7,237
907
$375K ﹤0.01%
4,905
908
$374K ﹤0.01%
4,445
-417
909
$374K ﹤0.01%
17,531
+284
910
$373K ﹤0.01%
3,271
+1,848
911
$373K ﹤0.01%
7,238
-127
912
$370K ﹤0.01%
40,875
+308
913
$370K ﹤0.01%
6,287
-2,803
914
$369K ﹤0.01%
50
-2
915
$367K ﹤0.01%
1,497
+886
916
$366K ﹤0.01%
1,521
+119
917
$365K ﹤0.01%
178,241
918
$364K ﹤0.01%
3,465
+82
919
$364K ﹤0.01%
2,362
+658
920
$364K ﹤0.01%
2,009
-397
921
$362K ﹤0.01%
2,321
+444
922
$361K ﹤0.01%
1,268
+60
923
$360K ﹤0.01%
14,316
+3
924
$357K ﹤0.01%
1,839
-19
925
$353K ﹤0.01%
2,839
-538
35 36
37
38 39