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
1401
$96.4K ﹤0.01%
893
+81
1402
$96.4K ﹤0.01%
3,900
-1,295
1403
$96.1K ﹤0.01%
1,565
-48
1404
$95.8K ﹤0.01%
539
+147
1405
$95.8K ﹤0.01%
1,359
1406
$95.5K ﹤0.01%
1,364
-14
1407
$95.3K ﹤0.01%
3,480
+5
1408
$95.3K ﹤0.01%
906
-5
1409
$95.3K ﹤0.01%
5,442
-2,379
1410
$94.5K ﹤0.01%
1,819
-18,210
1411
$94.4K ﹤0.01%
5,320
1412
$94.2K ﹤0.01%
7,186
-1,552
1413
$94.1K ﹤0.01%
1,683
-1,326
1414
$93.9K ﹤0.01%
+6,000
1415
$93.8K ﹤0.01%
1,227
-717
1416
$93.6K ﹤0.01%
2,897
-621
1417
$93.4K ﹤0.01%
2,085
1418
$93.4K ﹤0.01%
5,025
+19
1419
$93.4K ﹤0.01%
2,399
-153
1420
$93.1K ﹤0.01%
5,739
-2,639
1421
$92.5K ﹤0.01%
928
-1,060
1422
$92.3K ﹤0.01%
971
+719
1423
$92.1K ﹤0.01%
1,645
+171
1424
$92K ﹤0.01%
3,888
-2,262
1425
$91.8K ﹤0.01%
180
-90
55 56
57
58 59