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
1151
$189K ﹤0.01%
6,297
+1,646
1152
$189K ﹤0.01%
12,000
1153
$188K ﹤0.01%
3,747
-222
1154
$188K ﹤0.01%
15,979
+3,604
1155
$186K ﹤0.01%
3,196
-10,394
1156
$186K ﹤0.01%
3,676
+341
1157
$185K ﹤0.01%
+13,821
1158
$185K ﹤0.01%
1,900
-113
1159
$184K ﹤0.01%
5,119
+91
1160
$183K ﹤0.01%
5,004
-1,593
1161
$183K ﹤0.01%
10,386
+179
1162
$183K ﹤0.01%
6,096
+1,213
1163
$182K ﹤0.01%
2,477
+291
1164
$181K ﹤0.01%
2,430
-361
1165
$180K ﹤0.01%
1,829
-1,807
1166
$180K ﹤0.01%
2,398
-134
1167
$179K ﹤0.01%
6,055
1168
$178K ﹤0.01%
748
+221
1169
$178K ﹤0.01%
1,594
1170
$178K ﹤0.01%
12,874
+3,700
1171
$178K ﹤0.01%
2,279
-40
1172
$176K ﹤0.01%
3,266
-860
1173
$176K ﹤0.01%
2,200
1174
$175K ﹤0.01%
4,772
+110
1175
$175K ﹤0.01%
1,400
45 46
47
48 49