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
1301
$126K ﹤0.01%
2,000
1302
$126K ﹤0.01%
1,424
+41
1303
$126K ﹤0.01%
1,800
1304
$125K ﹤0.01%
358
-2
1305
$124K ﹤0.01%
3,031
-1,067
1306
$123K ﹤0.01%
429
-213
1307
$123K ﹤0.01%
13,500
1308
$123K ﹤0.01%
1,945
+1,901
1309
$123K ﹤0.01%
2,525
+25
1310
$123K ﹤0.01%
10,033
+1
1311
$123K ﹤0.01%
2,874
+9
1312
$123K ﹤0.01%
3,876
-972
1313
$123K ﹤0.01%
677
+9
1314
$122K ﹤0.01%
2,499
-13
1315
$122K ﹤0.01%
850
-296
1316
$121K ﹤0.01%
4,350
+1,172
1317
$121K ﹤0.01%
5,567
+5,067
1318
$120K ﹤0.01%
1,068
1319
$120K ﹤0.01%
517
-3
1320
$119K ﹤0.01%
1,108
+452
1321
$118K ﹤0.01%
1,528
-1,599
1322
$118K ﹤0.01%
2,099
-60,423
1323
$117K ﹤0.01%
3,219
+153
1324
$117K ﹤0.01%
1,566
1325
$117K ﹤0.01%
4,477
51 52
53
54 55