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
1176
$175K ﹤0.01%
1,840
1177
$174K ﹤0.01%
2,169
+695
1178
$174K ﹤0.01%
1,716
-181
1179
$173K ﹤0.01%
3,304
+32
1180
$173K ﹤0.01%
20,540
-658
1181
$173K ﹤0.01%
+8,091
1182
$171K ﹤0.01%
5,769
1183
$171K ﹤0.01%
335
-3
1184
$170K ﹤0.01%
758
+26
1185
$170K ﹤0.01%
1,228
-46
1186
$169K ﹤0.01%
3,115
+1,473
1187
$169K ﹤0.01%
7,248
+243
1188
$169K ﹤0.01%
35,390
-1,510
1189
$169K ﹤0.01%
1,923
-311
1190
$169K ﹤0.01%
2,482
-4,975
1191
$168K ﹤0.01%
2,847
1192
$168K ﹤0.01%
2,068
-14
1193
$168K ﹤0.01%
2,963
+207
1194
$167K ﹤0.01%
3,017
1195
$166K ﹤0.01%
1,499
-9,126
1196
$166K ﹤0.01%
2,299
+2,147
1197
$165K ﹤0.01%
738
-96
1198
$163K ﹤0.01%
3,651
+230
1199
$163K ﹤0.01%
80,000
+40,000
1200
$162K ﹤0.01%
+4,172
46 47
48
49 50