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
1451
$87.5K ﹤0.01%
+4,000
1452
$87.3K ﹤0.01%
1,018
-415
1453
$87.1K ﹤0.01%
1,546
1454
$87K ﹤0.01%
1,903
+4
1455
$86.6K ﹤0.01%
3,038
-250
1456
$86.6K ﹤0.01%
1,402
+262
1457
$86.6K ﹤0.01%
1,747
-6,954
1458
$86.4K ﹤0.01%
2,840
+640
1459
$86K ﹤0.01%
700
-750
1460
$85.9K ﹤0.01%
2,015
-78,575
1461
$85.6K ﹤0.01%
413
-186
1462
$85.4K ﹤0.01%
8,861
1463
$85.3K ﹤0.01%
1,840
-185
1464
$85.3K ﹤0.01%
4,728
-1,750
1465
$85.3K ﹤0.01%
880
-815
1466
$85.3K ﹤0.01%
1,569
-77
1467
$85.2K ﹤0.01%
1,428
1468
$84.6K ﹤0.01%
+991
1469
$84.6K ﹤0.01%
977
+3
1470
$84.5K ﹤0.01%
1,063
-23
1471
$84.3K ﹤0.01%
1,393
+22
1472
$84.3K ﹤0.01%
8,133
-12,252
1473
$84.3K ﹤0.01%
2,123
+1,123
1474
$84K ﹤0.01%
1,500
1475
$84K ﹤0.01%
+5,633
57 58
59
60 61