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
1476
$83.8K ﹤0.01%
895
+349
1477
$82.8K ﹤0.01%
937
+4
1478
$82.8K ﹤0.01%
356
-14
1479
$82.3K ﹤0.01%
169
-13
1480
$82.2K ﹤0.01%
4,435
-225
1481
$81.4K ﹤0.01%
896
+237
1482
$81.3K ﹤0.01%
279
-317
1483
$81.3K ﹤0.01%
887
-1,225
1484
$80.7K ﹤0.01%
681
1485
$80.3K ﹤0.01%
75,025
1486
$80.2K ﹤0.01%
872
-241
1487
$79.9K ﹤0.01%
1,070
-331
1488
$79.6K ﹤0.01%
7,499
-1,019
1489
$79.2K ﹤0.01%
996
+18
1490
$79.1K ﹤0.01%
836
+11
1491
$78.9K ﹤0.01%
993
-78
1492
$78.9K ﹤0.01%
552
+251
1493
$78.5K ﹤0.01%
3,067
+828
1494
$78.2K ﹤0.01%
249
+1
1495
$78.1K ﹤0.01%
5,168
+91
1496
$78K ﹤0.01%
342
+76
1497
$77.9K ﹤0.01%
571
1498
$77.8K ﹤0.01%
1,161
+16
1499
$77.6K ﹤0.01%
1,584
-116
1500
$77.1K ﹤0.01%
11,325
58 59
60
61 62