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
126
$106M 0.19%
478,308
+21,749
127
$105M 0.19%
538,042
+396,825
128
$104M 0.19%
3,452,951
+56,585
129
$103M 0.18%
1,035,349
-9,758
130
$99.5M 0.18%
140,606
-2,099
131
$99.1M 0.18%
1,013,407
-17,376
132
$98.5M 0.18%
307,672
+2,472
133
$95.1M 0.17%
2,480,766
+83,952
134
$95.1M 0.17%
2,900,900
-1,924
135
$94.5M 0.17%
178,594
+161,431
136
$93.5M 0.17%
169,576
+12,317
137
$92.8M 0.17%
1,020,586
-2,192
138
$91.8M 0.16%
328,955
-240
139
$91.5M 0.16%
266,561
-3,389
140
$91.3M 0.16%
304,456
-6,615
141
$90.7M 0.16%
4,952,995
+319,906
142
$90.4M 0.16%
+843,114
143
$90.3M 0.16%
651,452
-51,525
144
$88M 0.16%
762,930
+8,567
145
$87.5M 0.16%
1,243,981
-92,477
146
$87.1M 0.16%
177,959
+9,982
147
$86.7M 0.15%
289,981
-4,355
148
$84.9M 0.15%
532,674
-8,561
149
$83.7M 0.15%
553,243
+328,351
150
$82.5M 0.15%
3,171,039
-32,424
4 5
6
7 8