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
1051
$236K ﹤0.01%
1,737
-3
1052
$235K ﹤0.01%
2,328
-1,158
1053
$235K ﹤0.01%
9,691
+3
1054
$235K ﹤0.01%
13,852
-271
1055
$235K ﹤0.01%
2,276
-3,335
1056
$235K ﹤0.01%
4,800
1057
$234K ﹤0.01%
3,466
-4,095
1058
$234K ﹤0.01%
4,400
-589
1059
$232K ﹤0.01%
730
+712
1060
$232K ﹤0.01%
8,395
+1,669
1061
$231K ﹤0.01%
1,830
-366
1062
$231K ﹤0.01%
582
+1
1063
$231K ﹤0.01%
4,543
1064
$231K ﹤0.01%
4,773
-1,064
1065
$230K ﹤0.01%
1,746
+831
1066
$230K ﹤0.01%
1,159
-2,085
1067
$230K ﹤0.01%
2,830
-17
1068
$230K ﹤0.01%
14,365
-2,847
1069
$229K ﹤0.01%
3,109
-242
1070
$229K ﹤0.01%
3,514
1071
$229K ﹤0.01%
9,370
1072
$228K ﹤0.01%
+2,384
1073
$227K ﹤0.01%
4,515
+93
1074
$227K ﹤0.01%
4,044
-23
1075
$227K ﹤0.01%
3,227
-29
41 42
43
44 45