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
1226
$154K ﹤0.01%
810
-235
1227
$153K ﹤0.01%
2,409
-728
1228
$153K ﹤0.01%
1,114
-3,755
1229
$153K ﹤0.01%
13,566
1230
$152K ﹤0.01%
9,402
+3,416
1231
$152K ﹤0.01%
636
+38
1232
$152K ﹤0.01%
13,885
-1,015
1233
$151K ﹤0.01%
3,504
+1,061
1234
$151K ﹤0.01%
6,000
1235
$151K ﹤0.01%
4,098
-52
1236
$150K ﹤0.01%
14,249
-549
1237
$149K ﹤0.01%
3,937
1238
$149K ﹤0.01%
30,600
1239
$149K ﹤0.01%
1,330
-13
1240
$149K ﹤0.01%
3,369
1241
$148K ﹤0.01%
1,196
-123
1242
$148K ﹤0.01%
4,300
-35
1243
$147K ﹤0.01%
2,581
-5
1244
$146K ﹤0.01%
15,848
-5,997
1245
$145K ﹤0.01%
10,565
+6,198
1246
$145K ﹤0.01%
2,974
+979
1247
$144K ﹤0.01%
2,221
1248
$143K ﹤0.01%
8,016
+32
1249
$143K ﹤0.01%
1,948
-4,991
1250
$143K ﹤0.01%
15,750
48 49
50
51 52