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
1326
$117K ﹤0.01%
918
-90
1327
$116K ﹤0.01%
2,451
-41
1328
$116K ﹤0.01%
8,248
+141
1329
$115K ﹤0.01%
13,588
-6,193
1330
$115K ﹤0.01%
3,429
-249
1331
$115K ﹤0.01%
1,248
+149
1332
$114K ﹤0.01%
2,204
-513
1333
$114K ﹤0.01%
1,274
-74
1334
$113K ﹤0.01%
+3,753
1335
$113K ﹤0.01%
2,780
1336
$113K ﹤0.01%
459
-11
1337
$112K ﹤0.01%
10,000
1338
$111K ﹤0.01%
2,718
-30
1339
$111K ﹤0.01%
5,320
-898
1340
$111K ﹤0.01%
1,002
-12
1341
$111K ﹤0.01%
77,887
1342
$110K ﹤0.01%
1,314
+292
1343
$110K ﹤0.01%
3,700
1344
$110K ﹤0.01%
1,341
-16
1345
$110K ﹤0.01%
2,664
-518
1346
$110K ﹤0.01%
12,625
-629
1347
$109K ﹤0.01%
1,100
-272
1348
$108K ﹤0.01%
835
-217
1349
$108K ﹤0.01%
1,001
-408
1350
$108K ﹤0.01%
2,006
-12
52 53
54
55 56