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
1251
$142K ﹤0.01%
1,706
1252
$142K ﹤0.01%
6,508
+3,571
1253
$142K ﹤0.01%
650
-50
1254
$142K ﹤0.01%
1,994
+13
1255
$142K ﹤0.01%
1,550
+85
1256
$141K ﹤0.01%
2,867
-1,200
1257
$140K ﹤0.01%
5,101
+305
1258
$140K ﹤0.01%
7,865
+6,700
1259
$140K ﹤0.01%
1,336
-11
1260
$140K ﹤0.01%
4,368
+74
1261
$139K ﹤0.01%
21,316
-4,684
1262
$139K ﹤0.01%
12,504
-3,000
1263
$139K ﹤0.01%
22,233
1264
$139K ﹤0.01%
11,300
1265
$138K ﹤0.01%
7,640
1266
$138K ﹤0.01%
4,874
+1,315
1267
$138K ﹤0.01%
1,100
-62
1268
$138K ﹤0.01%
17,563
1269
$138K ﹤0.01%
4,669
+1,170
1270
$137K ﹤0.01%
2,507
+2,113
1271
$137K ﹤0.01%
871
+141
1272
$135K ﹤0.01%
5,529
-3,909
1273
$135K ﹤0.01%
6,631
+3,099
1274
$135K ﹤0.01%
6,001
+5,789
1275
$135K ﹤0.01%
4,083
-1,885
49 50
51
52 53