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
1601
$58.6K ﹤0.01%
4,167
+4,150
1602
$58.3K ﹤0.01%
3,480
1603
$58.3K ﹤0.01%
461
-70
1604
$58.1K ﹤0.01%
227
+27
1605
$58K ﹤0.01%
1,776
1606
$57.9K ﹤0.01%
+2,061
1607
$57.2K ﹤0.01%
+1,140
1608
$57.2K ﹤0.01%
2,155
1609
$57K ﹤0.01%
4,000
1610
$57K ﹤0.01%
+1,007
1611
$57K ﹤0.01%
3,826
-999
1612
$57K ﹤0.01%
313
-176
1613
$56.9K ﹤0.01%
1,352
-508
1614
$56.8K ﹤0.01%
315
-50
1615
$56.7K ﹤0.01%
1,046
1616
$56.7K ﹤0.01%
469
-17
1617
$56.7K ﹤0.01%
901
+1
1618
$56.6K ﹤0.01%
1,948
-2,567
1619
$56K ﹤0.01%
830
+287
1620
$55.9K ﹤0.01%
1,850
-266
1621
$55.8K ﹤0.01%
812
+253
1622
$55.8K ﹤0.01%
614
-100
1623
$55.5K ﹤0.01%
777
-223
1624
$55.4K ﹤0.01%
710
-557
1625
$55.2K ﹤0.01%
575
+10
63 64
65
66 67