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
926
$353K ﹤0.01%
12,426
+10,448
927
$351K ﹤0.01%
941
-45
928
$349K ﹤0.01%
9,977
929
$349K ﹤0.01%
3,218
+1,516
930
$347K ﹤0.01%
1,529
+30
931
$342K ﹤0.01%
4,300
+216
932
$341K ﹤0.01%
1,729
-87
933
$339K ﹤0.01%
11,205
-1,502
934
$338K ﹤0.01%
5,194
-545
935
$337K ﹤0.01%
14,700
936
$337K ﹤0.01%
1,366
-56
937
$336K ﹤0.01%
21,872
+532
938
$335K ﹤0.01%
20,044
+12,768
939
$334K ﹤0.01%
6,209
+3,180
940
$334K ﹤0.01%
3,832
-159
941
$333K ﹤0.01%
5,600
942
$332K ﹤0.01%
6,032
-5,134
943
$330K ﹤0.01%
1,623
-973
944
$330K ﹤0.01%
3,362
-47
945
$330K ﹤0.01%
811
-7
946
$329K ﹤0.01%
1,565
+1,061
947
$328K ﹤0.01%
2,656
948
$327K ﹤0.01%
6,514
-740
949
$326K ﹤0.01%
11,408
+1,635
950
$326K ﹤0.01%
3,774
36 37
38
39 40