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
1026
$254K ﹤0.01%
3,790
-734
1027
$254K ﹤0.01%
6,579
-16,191
1028
$253K ﹤0.01%
22,189
+5,181
1029
$252K ﹤0.01%
1,476
1030
$251K ﹤0.01%
1,626
+59
1031
$250K ﹤0.01%
2,146
-1,483
1032
$249K ﹤0.01%
3,017
-1,782
1033
$248K ﹤0.01%
5,702
+6
1034
$245K ﹤0.01%
3,999
-646
1035
$245K ﹤0.01%
5,124
-1,167
1036
$245K ﹤0.01%
5,557
+3,833
1037
$245K ﹤0.01%
+2,318
1038
$244K ﹤0.01%
2,564
+152
1039
$243K ﹤0.01%
4,746
-496
1040
$243K ﹤0.01%
15,673
+644
1041
$243K ﹤0.01%
2,338
-169
1042
$241K ﹤0.01%
6,089
1043
$240K ﹤0.01%
2,636
-690
1044
$240K ﹤0.01%
2,307
+199
1045
$239K ﹤0.01%
26,733
+5,339
1046
$238K ﹤0.01%
29,602
-8,766
1047
$238K ﹤0.01%
17,162
1048
$238K ﹤0.01%
6,108
-120
1049
$237K ﹤0.01%
7,262
-4,563
1050
$236K ﹤0.01%
5,277
40 41
42
43 44