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
1701
$45.8K ﹤0.01%
+532
1702
$45.6K ﹤0.01%
744
+178
1703
$45.6K ﹤0.01%
3,000
1704
$45.3K ﹤0.01%
717
+316
1705
$45.1K ﹤0.01%
6,600
1706
$45.1K ﹤0.01%
600
1707
$45.1K ﹤0.01%
138
-101
1708
$44.9K ﹤0.01%
1,234
1709
$44.9K ﹤0.01%
25
-8
1710
$44.9K ﹤0.01%
1,119
-215
1711
$44.8K ﹤0.01%
3,845
1712
$44.5K ﹤0.01%
410
1713
$44.4K ﹤0.01%
+1,223
1714
$44.4K ﹤0.01%
926
+500
1715
$44.3K ﹤0.01%
751
+565
1716
$44.2K ﹤0.01%
978
+728
1717
$44.2K ﹤0.01%
1,598
+1,473
1718
$44K ﹤0.01%
500
1719
$43.8K ﹤0.01%
1,002
+375
1720
$43.8K ﹤0.01%
549
-1,447
1721
$43.8K ﹤0.01%
874
1722
$43.5K ﹤0.01%
2,710
+9
1723
$43.5K ﹤0.01%
8,061
+79
1724
$43.4K ﹤0.01%
3,122
-1
1725
$43.4K ﹤0.01%
2,307
-11
67 68
69
70 71