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
1001
$279K ﹤0.01%
14,141
1002
$278K ﹤0.01%
19,054
+2,206
1003
$277K ﹤0.01%
5,600
-400
1004
$276K ﹤0.01%
1,602
-125,160
1005
$275K ﹤0.01%
2,209
-421
1006
$274K ﹤0.01%
5,033
1007
$274K ﹤0.01%
19,074
+187
1008
$273K ﹤0.01%
7,894
+353
1009
$272K ﹤0.01%
4,341
-159
1010
$271K ﹤0.01%
14,260
-1,655
1011
$270K ﹤0.01%
6,186
-144
1012
$269K ﹤0.01%
8,694
-1,370
1013
$267K ﹤0.01%
2,277
1014
$266K ﹤0.01%
3,213
-635
1015
$263K ﹤0.01%
30,264
1016
$262K ﹤0.01%
3,276
-1,010
1017
$260K ﹤0.01%
2,644
-7,659
1018
$260K ﹤0.01%
6,390
-2,074
1019
$258K ﹤0.01%
42,924
1020
$258K ﹤0.01%
23,339
+5,863
1021
$256K ﹤0.01%
4,404
-4,315
1022
$256K ﹤0.01%
+5,025
1023
$255K ﹤0.01%
5,091
+1,148
1024
$255K ﹤0.01%
9,086
-7,158
1025
$254K ﹤0.01%
1,754
+6
39 40
41
42 43