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
976
$297K ﹤0.01%
4,232
+1,742
977
$297K ﹤0.01%
5,384
-1,637
978
$297K ﹤0.01%
24,260
-1,900
979
$296K ﹤0.01%
+3,736
980
$296K ﹤0.01%
7,354
-86
981
$296K ﹤0.01%
14,265
+516
982
$296K ﹤0.01%
3,172
+1,000
983
$295K ﹤0.01%
4,667
-1,563
984
$294K ﹤0.01%
9,259
+29
985
$294K ﹤0.01%
+13,414
986
$294K ﹤0.01%
1,839
+96
987
$293K ﹤0.01%
3,276
-586
988
$293K ﹤0.01%
40,532
+15,425
989
$293K ﹤0.01%
3,424
990
$293K ﹤0.01%
20,009
+14,808
991
$292K ﹤0.01%
6,764
+850
992
$290K ﹤0.01%
6,202
-387
993
$289K ﹤0.01%
9,032
994
$285K ﹤0.01%
1,027
-7
995
$284K ﹤0.01%
2,426
+2,000
996
$283K ﹤0.01%
1,897
+956
997
$282K ﹤0.01%
+3,999
998
$282K ﹤0.01%
3,880
+203
999
$282K ﹤0.01%
3,539
-5,623
1000
$281K ﹤0.01%
2,326
+97
38 39
40
41 42