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
1426
$91.7K ﹤0.01%
2,756
-3,108
1427
$91.6K ﹤0.01%
907
-225
1428
$91.5K ﹤0.01%
2,481
-23
1429
$91.1K ﹤0.01%
4,197
-7
1430
$91K ﹤0.01%
7,748
+1,338
1431
$91K ﹤0.01%
458
-44
1432
$90.9K ﹤0.01%
1,535
1433
$90.8K ﹤0.01%
8,599
1434
$90.7K ﹤0.01%
2,665
1435
$90.7K ﹤0.01%
+4,214
1436
$90.4K ﹤0.01%
8,974
+8,692
1437
$90.3K ﹤0.01%
1,459
1438
$89.1K ﹤0.01%
1,640
1439
$89K ﹤0.01%
8,697
-2,080
1440
$88.8K ﹤0.01%
+5,248
1441
$88.4K ﹤0.01%
2,235
-28,332
1442
$88.4K ﹤0.01%
677
-543
1443
$88.2K ﹤0.01%
6,930
+360
1444
$88.1K ﹤0.01%
2,600
-644
1445
$88.1K ﹤0.01%
3,836
-5,346
1446
$88.1K ﹤0.01%
2,605
-64
1447
$88K ﹤0.01%
4,256
1448
$87.8K ﹤0.01%
+1,748
1449
$87.8K ﹤0.01%
+8,010
1450
$87.7K ﹤0.01%
1,092
+14
56 57
58
59 60