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
1576
$62.9K ﹤0.01%
2,320
1577
$62.6K ﹤0.01%
1,131
-590
1578
$62.3K ﹤0.01%
2,095
-960
1579
$61.9K ﹤0.01%
505
-11
1580
$61.8K ﹤0.01%
12,501
1581
$61.7K ﹤0.01%
1,200
-677
1582
$61.5K ﹤0.01%
1,809
1583
$61.4K ﹤0.01%
607
1584
$61.4K ﹤0.01%
800
+550
1585
$61.3K ﹤0.01%
389
1586
$61.2K ﹤0.01%
+2,822
1587
$61K ﹤0.01%
1,100
+1,000
1588
$61K ﹤0.01%
1,305
-1,061
1589
$60.9K ﹤0.01%
555
1590
$60.7K ﹤0.01%
359
-131
1591
$60.7K ﹤0.01%
11,850
+749
1592
$60.7K ﹤0.01%
3,504
-15,360
1593
$60.2K ﹤0.01%
1,370
1594
$60.1K ﹤0.01%
655
-122
1595
$59.7K ﹤0.01%
1,187
-29
1596
$59.4K ﹤0.01%
2,449
+3
1597
$59.4K ﹤0.01%
+2,061
1598
$59.3K ﹤0.01%
1,773
+32
1599
$59.2K ﹤0.01%
2,470
-2,350
1600
$58.9K ﹤0.01%
1,450
62 63
64
65 66