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
1076
$226K ﹤0.01%
6,704
-1,211
1077
$225K ﹤0.01%
12,916
-1,670
1078
$225K ﹤0.01%
5,013
-1,163
1079
$224K ﹤0.01%
1,427
+88
1080
$224K ﹤0.01%
3,019
+2,270
1081
$224K ﹤0.01%
+4,617
1082
$224K ﹤0.01%
8,500
1083
$223K ﹤0.01%
3,000
1084
$223K ﹤0.01%
6,751
-4,304
1085
$222K ﹤0.01%
9,152
+3,510
1086
$222K ﹤0.01%
1,580
-127
1087
$222K ﹤0.01%
6,201
+1,175
1088
$221K ﹤0.01%
3,590
1089
$221K ﹤0.01%
172,649
1090
$221K ﹤0.01%
2,684
+243
1091
$219K ﹤0.01%
2,063
+1,871
1092
$219K ﹤0.01%
3,475
1093
$218K ﹤0.01%
1,618
+51
1094
$217K ﹤0.01%
4,007
-1,067
1095
$217K ﹤0.01%
6,296
1096
$217K ﹤0.01%
9,278
-164,160
1097
$217K ﹤0.01%
996
+48
1098
$216K ﹤0.01%
8,088
1099
$216K ﹤0.01%
3,760
1100
$216K ﹤0.01%
700
-110
42 43
44
45 46