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
1101
$215K ﹤0.01%
3,888
+4
1102
$215K ﹤0.01%
+6,235
1103
$215K ﹤0.01%
11,993
1104
$215K ﹤0.01%
2,884
-275
1105
$215K ﹤0.01%
7,312
+90
1106
$213K ﹤0.01%
9,269
+885
1107
$213K ﹤0.01%
1,237
+9
1108
$212K ﹤0.01%
10,010
-1,968
1109
$211K ﹤0.01%
1,467
+90
1110
$211K ﹤0.01%
2,010
-221
1111
$210K ﹤0.01%
2,786
1112
$210K ﹤0.01%
2,718
+1,920
1113
$209K ﹤0.01%
713
-153
1114
$209K ﹤0.01%
16,106
-1
1115
$208K ﹤0.01%
1,221
-3
1116
$208K ﹤0.01%
4,880
-69
1117
$207K ﹤0.01%
2,687
+882
1118
$207K ﹤0.01%
1,279
+1,000
1119
$206K ﹤0.01%
4,009
+156
1120
$206K ﹤0.01%
6,485
+788
1121
$205K ﹤0.01%
1,850
+850
1122
$205K ﹤0.01%
11,590
+129
1123
$205K ﹤0.01%
14,903
+513
1124
$204K ﹤0.01%
2,778
-7,064
1125
$204K ﹤0.01%
+22,875
43 44
45
46 47