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
1551
$66.9K ﹤0.01%
2,098
+42
1552
$66.9K ﹤0.01%
3,532
-825
1553
$66.9K ﹤0.01%
973
+118
1554
$66.7K ﹤0.01%
2,215
-14
1555
$66.5K ﹤0.01%
770
+84
1556
$66.4K ﹤0.01%
1,185
+436
1557
$66.2K ﹤0.01%
1,251
-300
1558
$66.2K ﹤0.01%
2,736
+2,208
1559
$66.1K ﹤0.01%
+10,098
1560
$65.8K ﹤0.01%
+2,839
1561
$65.7K ﹤0.01%
365
-1,736
1562
$65.7K ﹤0.01%
2,474
-1,226
1563
$65.7K ﹤0.01%
3,590
-2,855
1564
$65.7K ﹤0.01%
2,534
+205
1565
$65.4K ﹤0.01%
1,503
+156
1566
$65.1K ﹤0.01%
567
-940
1567
$65.1K ﹤0.01%
2,702
1568
$64.5K ﹤0.01%
1,000
1569
$64.5K ﹤0.01%
6,500
1570
$64.4K ﹤0.01%
950
-803
1571
$64.2K ﹤0.01%
699
+65
1572
$63.9K ﹤0.01%
1,700
-2,534
1573
$63.8K ﹤0.01%
3,011
-30,656
1574
$63.7K ﹤0.01%
1,014
+867
1575
$63.5K ﹤0.01%
800
61 62
63
64 65