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
1126
$203K ﹤0.01%
2,074
-382
1127
$202K ﹤0.01%
1,996
-523
1128
$202K ﹤0.01%
8,918
+153
1129
$202K ﹤0.01%
1,577
+105
1130
$200K ﹤0.01%
1,730
+1
1131
$200K ﹤0.01%
1,971
-750
1132
$200K ﹤0.01%
12,815
+3,356
1133
$199K ﹤0.01%
22,246
-326
1134
$199K ﹤0.01%
1,287
-8
1135
$198K ﹤0.01%
3,583
-4,699
1136
$197K ﹤0.01%
7,157
+4,330
1137
$196K ﹤0.01%
1,536
1138
$195K ﹤0.01%
+53,226
1139
$194K ﹤0.01%
4,070
1140
$193K ﹤0.01%
+5,873
1141
$193K ﹤0.01%
5,054
+4
1142
$193K ﹤0.01%
3,439
1143
$192K ﹤0.01%
10,222
+3,712
1144
$192K ﹤0.01%
1,357
+803
1145
$192K ﹤0.01%
+16,508
1146
$192K ﹤0.01%
1,002
+13
1147
$192K ﹤0.01%
2,828
+217
1148
$191K ﹤0.01%
3,487
+84
1149
$190K ﹤0.01%
1,159
1150
$189K ﹤0.01%
3,034
+38
44 45
46
47 48