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
151
$81.7M 0.15%
412,879
-5,276
152
$78.7M 0.14%
351,580
+85,608
153
$76.4M 0.14%
265,201
-6,666
154
$75.2M 0.13%
20,269
-561
155
$75.2M 0.13%
733,249
-3,606
156
$75.1M 0.13%
559,256
-14,330
157
$75.1M 0.13%
447,130
+880
158
$73.4M 0.13%
131,894
-5,308
159
$71.5M 0.13%
228,209
+218,980
160
$71.4M 0.13%
8,605,849
-680,074
161
$71.3M 0.13%
220,955
+65,771
162
$71.2M 0.13%
218,329
+12,818
163
$70.9M 0.13%
1,653,448
+676,164
164
$69.4M 0.12%
985,020
+17,669
165
$69.1M 0.12%
86,906
-1,240
166
$68.8M 0.12%
378,661
+17,177
167
$68.8M 0.12%
331,205
-2,454
168
$67.3M 0.12%
210,963
-2,634
169
$66M 0.12%
288,643
+230,926
170
$65.5M 0.12%
1,160,559
+5,380
171
$65M 0.12%
316,155
+210,800
172
$64.6M 0.12%
1,353,585
+483,081
173
$63.8M 0.11%
1,534,158
+6,018
174
$62.3M 0.11%
617,110
+298,364
175
$61.1M 0.11%
739,956
-16,863
5 6
7
8 9