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
1526
$72.3K ﹤0.01%
1,406
-3,476
1527
$71.6K ﹤0.01%
7,392
-571
1528
$71.6K ﹤0.01%
2,870
1529
$71.5K ﹤0.01%
3,800
+100
1530
$71.5K ﹤0.01%
1,118
-914
1531
$71.3K ﹤0.01%
3,674
1532
$71.3K ﹤0.01%
1,158
1533
$71.3K ﹤0.01%
2,070
1534
$70.6K ﹤0.01%
11,104
1535
$70.5K ﹤0.01%
680
1536
$70.1K ﹤0.01%
1,014
+565
1537
$70K ﹤0.01%
650
+235
1538
$69.8K ﹤0.01%
2,594
-782
1539
$69.4K ﹤0.01%
750
-12,547
1540
$69.2K ﹤0.01%
1,603
-1,697
1541
$69K ﹤0.01%
434
-277
1542
$69K ﹤0.01%
701
-29
1543
$69K ﹤0.01%
3,370
-681
1544
$68.8K ﹤0.01%
2,092
+2,091
1545
$68.8K ﹤0.01%
1,120
-189
1546
$68.7K ﹤0.01%
1,522
-228,563
1547
$68.5K ﹤0.01%
3,698
1548
$68.2K ﹤0.01%
1,328
1549
$67.4K ﹤0.01%
2,621
1550
$67.1K ﹤0.01%
1,323
-3,035
60 61
62
63 64