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
1651
$51K ﹤0.01%
2,144
1652
$50.9K ﹤0.01%
936
-87
1653
$50.7K ﹤0.01%
+2,551
1654
$50.6K ﹤0.01%
4,668
+19
1655
$50.6K ﹤0.01%
1,140
-1,158
1656
$50.6K ﹤0.01%
567
1657
$50.5K ﹤0.01%
15,000
+5,000
1658
$50.4K ﹤0.01%
500
1659
$50.3K ﹤0.01%
2,092
-291
1660
$50.3K ﹤0.01%
+722
1661
$50.2K ﹤0.01%
2,000
-43,111
1662
$50.2K ﹤0.01%
+1,850
1663
$50.1K ﹤0.01%
1,625
1664
$50K ﹤0.01%
2,983
-3,200
1665
$50K ﹤0.01%
1,083
-606
1666
$49.7K ﹤0.01%
41
1667
$49.7K ﹤0.01%
337
-96
1668
$49.6K ﹤0.01%
2,086
+423
1669
$49.4K ﹤0.01%
8,166
+316
1670
$49.3K ﹤0.01%
817
-8,092
1671
$49.3K ﹤0.01%
402
-325
1672
$49.1K ﹤0.01%
1,080
1673
$49.1K ﹤0.01%
1,136
-482
1674
$49K ﹤0.01%
360
-7
1675
$48.3K ﹤0.01%
+1,211
65 66
67
68 69