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
1501
$77.1K ﹤0.01%
811
-53
1502
$76.9K ﹤0.01%
810
+639
1503
$76.9K ﹤0.01%
3,017
+5
1504
$76.7K ﹤0.01%
1,161
+1,001
1505
$76.6K ﹤0.01%
1,008
-749
1506
$76.5K ﹤0.01%
962
1507
$76.5K ﹤0.01%
3,239
-1,364
1508
$76.4K ﹤0.01%
1,125
1509
$76.3K ﹤0.01%
7,235
-12,590
1510
$76.3K ﹤0.01%
1,200
1511
$76.3K ﹤0.01%
8,715
+107
1512
$75.8K ﹤0.01%
579
-1
1513
$75.7K ﹤0.01%
672
-137
1514
$75K ﹤0.01%
445
-340
1515
$74.7K ﹤0.01%
13,030
+3,037
1516
$74.6K ﹤0.01%
8,040
1517
$74.5K ﹤0.01%
2,226
-412
1518
$74.3K ﹤0.01%
1,981
1519
$73.6K ﹤0.01%
7,122
1520
$73.5K ﹤0.01%
+327
1521
$73.4K ﹤0.01%
2,016
-1,032
1522
$73.4K ﹤0.01%
9,150
-194
1523
$72.8K ﹤0.01%
959
+9
1524
$72.7K ﹤0.01%
1,000
1525
$72.5K ﹤0.01%
562
+24
59 60
61
62 63