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
1376
$102K ﹤0.01%
+4,500
1377
$102K ﹤0.01%
1,729
+31
1378
$102K ﹤0.01%
902
+13
1379
$102K ﹤0.01%
1,072
+45
1380
$102K ﹤0.01%
4,280
-1,346
1381
$101K ﹤0.01%
1,430
-40,070
1382
$101K ﹤0.01%
6,784
+6,750
1383
$100K ﹤0.01%
1,300
1384
$100K ﹤0.01%
1,786
-42
1385
$99.8K ﹤0.01%
7,000
1386
$99.5K ﹤0.01%
3,722
1387
$99.3K ﹤0.01%
1,950
1388
$99.1K ﹤0.01%
4,850
1389
$99K ﹤0.01%
1,902
+1,835
1390
$98.2K ﹤0.01%
1,938
-1,088
1391
$98.1K ﹤0.01%
1,121
+90
1392
$97.8K ﹤0.01%
+2,467
1393
$97.8K ﹤0.01%
15,000
1394
$97.4K ﹤0.01%
2,833
+336
1395
$97.3K ﹤0.01%
11,252
+265
1396
$97.2K ﹤0.01%
7,660
1397
$97K ﹤0.01%
2,812
+1,018
1398
$96.9K ﹤0.01%
2,388
+41
1399
$96.5K ﹤0.01%
1,858
1400
$96.5K ﹤0.01%
1,792
+30
54 55
56
57 58