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
1626
$55K ﹤0.01%
1,460
1627
$55K ﹤0.01%
2,002
+623
1628
$55K ﹤0.01%
1,870
-3,000
1629
$55K ﹤0.01%
2,645
+156
1630
$54.7K ﹤0.01%
2,319
+133
1631
$54.7K ﹤0.01%
2,941
+57
1632
$54.6K ﹤0.01%
2,638
1633
$54K ﹤0.01%
1,155
1634
$53.8K ﹤0.01%
452
-129
1635
$53.5K ﹤0.01%
1,189
-1,460
1636
$53.5K ﹤0.01%
320
-131
1637
$53.5K ﹤0.01%
119
-100
1638
$53.4K ﹤0.01%
1,338
-677
1639
$53.3K ﹤0.01%
541
1640
$52.7K ﹤0.01%
+653
1641
$52.4K ﹤0.01%
2,405
+573
1642
$52.3K ﹤0.01%
2,515
-2,752
1643
$52.3K ﹤0.01%
2,000
1644
$52.1K ﹤0.01%
1,000
1645
$52K ﹤0.01%
451
-1
1646
$52K ﹤0.01%
+1,510
1647
$51.9K ﹤0.01%
794
-96
1648
$51.8K ﹤0.01%
8,315
1649
$51.6K ﹤0.01%
1,537
+1,302
1650
$51.5K ﹤0.01%
1,789
+487
64 65
66
67 68