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
1201
$162K ﹤0.01%
697
-42
1202
$162K ﹤0.01%
2,005
-476
1203
$161K ﹤0.01%
3,678
-3,212
1204
$161K ﹤0.01%
1,500
1205
$161K ﹤0.01%
1,972
+1,472
1206
$161K ﹤0.01%
7,467
-2,814
1207
$160K ﹤0.01%
7,650
1208
$160K ﹤0.01%
4,159
-1,910
1209
$160K ﹤0.01%
8,765
-639
1210
$159K ﹤0.01%
+4,460
1211
$159K ﹤0.01%
7,541
-306
1212
$158K ﹤0.01%
6,136
-3,254
1213
$158K ﹤0.01%
3,291
+2,590
1214
$157K ﹤0.01%
3,306
-1,083
1215
$157K ﹤0.01%
4,330
-4,574
1216
$157K ﹤0.01%
2,904
+1,619
1217
$156K ﹤0.01%
558
-1,443
1218
$156K ﹤0.01%
2,096
-665
1219
$156K ﹤0.01%
1,795
1220
$156K ﹤0.01%
2,934
-7
1221
$156K ﹤0.01%
1,964
+12
1222
$155K ﹤0.01%
4,500
+7
1223
$155K ﹤0.01%
7,869
+5,057
1224
$154K ﹤0.01%
1,365
1225
$154K ﹤0.01%
2,580
+155
47 48
49
50 51