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
76
$210M 0.38%
1,333,665
+1,354
77
$203M 0.36%
992,976
+5,848
78
$201M 0.36%
374,745
+271,193
79
$199M 0.36%
892,824
-7,284
80
$197M 0.35%
2,915,906
+11,005
81
$195M 0.35%
400,587
-27,967
82
$194M 0.35%
512,999
+118,640
83
$192M 0.34%
3,371,709
-56,739
84
$191M 0.34%
3,396,540
-41,476
85
$186M 0.33%
1,876,606
-11,114
86
$177M 0.32%
67,588
+873
87
$176M 0.31%
993,221
-7,085
88
$169M 0.3%
970,356
+105,011
89
$168M 0.3%
1,839,392
-18,329
90
$165M 0.3%
693,185
-23,236
91
$162M 0.29%
1,801,175
+12,230
92
$161M 0.29%
931,779
-77,250
93
$159M 0.28%
2,552,621
-99,153
94
$158M 0.28%
1,571,625
-1,739,594
95
$158M 0.28%
1,421,189
+15,760
96
$155M 0.28%
8,053,204
+3,013,499
97
$154M 0.27%
3,728,259
+20,251
98
$148M 0.26%
1,378,016
+187,205
99
$148M 0.26%
1,836,295
+9,292
100
$145M 0.26%
926,854
-5,511
2 3
4
5 6