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
101
$144M 0.26%
269,432
-70,692
102
$142M 0.25%
229,971
-10,189
103
$141M 0.25%
3,235,017
-58,967
104
$140M 0.25%
2,724,069
-174,110
105
$140M 0.25%
475,907
-3,920
106
$138M 0.25%
438,873
+1,077
107
$136M 0.24%
2,752,283
-87,522
108
$135M 0.24%
625,341
+24,227
109
$135M 0.24%
331,650
+183
110
$134M 0.24%
191,634
-1,648
111
$134M 0.24%
590,114
+54,643
112
$125M 0.22%
368,232
-6,618
113
$122M 0.22%
427,574
+427,468
114
$122M 0.22%
147,572
+55,961
115
$120M 0.21%
477,414
-104
116
$118M 0.21%
1,127,054
+148,740
117
$117M 0.21%
767,487
-18,178
118
$115M 0.21%
377,823
+15,657
119
$115M 0.2%
1,299,365
+49,704
120
$114M 0.2%
148,809
+147,007
121
$110M 0.2%
505,046
-16,476
122
$110M 0.2%
1,225,692
+83,216
123
$107M 0.19%
442,305
-2,128
124
$107M 0.19%
1,001,432
+92,851
125
$107M 0.19%
107,704
-14,172
3 4
5
6 7