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
1676
$48.3K ﹤0.01%
3,000
+2,000
1677
$48.2K ﹤0.01%
646
1678
$48.2K ﹤0.01%
+14,600
1679
$48.1K ﹤0.01%
1,000
-601
1680
$48K ﹤0.01%
3,690
-30
1681
$47.9K ﹤0.01%
1,128
+1,123
1682
$47.7K ﹤0.01%
4,000
1683
$47.7K ﹤0.01%
+3,623
1684
$47.7K ﹤0.01%
795
1685
$47.6K ﹤0.01%
4,076
-65
1686
$47.4K ﹤0.01%
467
-490
1687
$47.4K ﹤0.01%
2,000
1688
$47.4K ﹤0.01%
1,115
-328
1689
$47.2K ﹤0.01%
1,776
+1,641
1690
$46.9K ﹤0.01%
954
+724
1691
$46.8K ﹤0.01%
244
-38
1692
$46.8K ﹤0.01%
709
-158
1693
$46.6K ﹤0.01%
999
-1,097
1694
$46.5K ﹤0.01%
113
-22
1695
$46.5K ﹤0.01%
1,214
+220
1696
$46.4K ﹤0.01%
406
1697
$46.4K ﹤0.01%
3,675
1698
$46.3K ﹤0.01%
729
-127
1699
$46.3K ﹤0.01%
+1,116
1700
$46.3K ﹤0.01%
1,800
66 67
68
69 70