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
951
$324K ﹤0.01%
5,007
+4,903
952
$322K ﹤0.01%
2,237
+77
953
$321K ﹤0.01%
3,588
-228
954
$320K ﹤0.01%
2,258
-1,409
955
$319K ﹤0.01%
60,901
+22,125
956
$318K ﹤0.01%
11,305
-900
957
$316K ﹤0.01%
9,900
-10,223
958
$316K ﹤0.01%
10,443
-257
959
$316K ﹤0.01%
4,728
+1,422
960
$314K ﹤0.01%
4,200
+35
961
$313K ﹤0.01%
2,196
-157
962
$312K ﹤0.01%
1,553
-1,521
963
$312K ﹤0.01%
8,428
+2,217
964
$311K ﹤0.01%
5,402
965
$311K ﹤0.01%
2,184
+85
966
$311K ﹤0.01%
2,690
-432
967
$309K ﹤0.01%
3,436
-593
968
$309K ﹤0.01%
+1,722
969
$308K ﹤0.01%
20,997
-18,714
970
$308K ﹤0.01%
4,177
-866
971
$306K ﹤0.01%
6,907
+12
972
$306K ﹤0.01%
7,855
+6,405
973
$303K ﹤0.01%
2,650
+25
974
$301K ﹤0.01%
3,600
+617
975
$298K ﹤0.01%
7,974
-11,744
37 38
39
40 41