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
1276
$134K ﹤0.01%
10,421
+843
1277
$134K ﹤0.01%
488
-119
1278
$133K ﹤0.01%
2,562
-1,484
1279
$133K ﹤0.01%
14,944
+83
1280
$132K ﹤0.01%
70,000
1281
$132K ﹤0.01%
4,895
+2,406
1282
$131K ﹤0.01%
7,600
-100
1283
$131K ﹤0.01%
18,000
1284
$131K ﹤0.01%
1,298
+1,098
1285
$131K ﹤0.01%
992
-306
1286
$131K ﹤0.01%
3,323
-638
1287
$130K ﹤0.01%
3,017
+2,342
1288
$129K ﹤0.01%
733
-599
1289
$129K ﹤0.01%
2,290
-207
1290
$129K ﹤0.01%
6,342
+1,278
1291
$128K ﹤0.01%
2,768
+63
1292
$128K ﹤0.01%
2,191
-3,405
1293
$128K ﹤0.01%
11,372
-2,648
1294
$128K ﹤0.01%
2,905
-2
1295
$127K ﹤0.01%
1,974
-22
1296
$127K ﹤0.01%
8,346
+2,782
1297
$127K ﹤0.01%
5,251
-475
1298
$127K ﹤0.01%
2,015
-417
1299
$127K ﹤0.01%
1,480
1300
$127K ﹤0.01%
2,734
-2,012
50 51
52
53 54