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
1726
$43.2K ﹤0.01%
607
-52
1727
$43.1K ﹤0.01%
705
-2
1728
$42.9K ﹤0.01%
5,231
-450
1729
$42.9K ﹤0.01%
189
-33
1730
$42.6K ﹤0.01%
7,000
1731
$42.4K ﹤0.01%
969
-51
1732
$42.3K ﹤0.01%
1,850
-11,127
1733
$42.3K ﹤0.01%
2,800
+242
1734
$42.3K ﹤0.01%
3,143
-2,690
1735
$42.2K ﹤0.01%
757
-22,883
1736
$42.2K ﹤0.01%
1,099
-100
1737
$41.5K ﹤0.01%
740
+277
1738
$41.4K ﹤0.01%
1,067
+926
1739
$41.4K ﹤0.01%
237
+18
1740
$40.9K ﹤0.01%
816
-830
1741
$40.7K ﹤0.01%
2,426
-849
1742
$40.7K ﹤0.01%
876
+3
1743
$40.7K ﹤0.01%
3,236
+1,194
1744
$40.7K ﹤0.01%
+5,952
1745
$40.6K ﹤0.01%
830
-50
1746
$40.5K ﹤0.01%
364
-1
1747
$40.4K ﹤0.01%
2,510
-10
1748
$40.2K ﹤0.01%
10,963
-1,725
1749
$40.2K ﹤0.01%
223
+23
1750
$40.2K ﹤0.01%
317
68 69
70
71 72