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
1751
$40.1K ﹤0.01%
1,169
-155
1752
$40.1K ﹤0.01%
276
+16
1753
$40K ﹤0.01%
3,659
-300
1754
$39.9K ﹤0.01%
231
+12
1755
$39.8K ﹤0.01%
554
1756
$39.7K ﹤0.01%
2,532
-468
1757
$39.7K ﹤0.01%
172
-223
1758
$39.7K ﹤0.01%
665
-2
1759
$39.6K ﹤0.01%
2,802
+236
1760
$39.5K ﹤0.01%
2,504
1761
$39K ﹤0.01%
+352
1762
$39K ﹤0.01%
1,461
-1,554
1763
$38.4K ﹤0.01%
2,700
1764
$38.3K ﹤0.01%
768
-18
1765
$38.3K ﹤0.01%
3,505
1766
$38.2K ﹤0.01%
1,555
1767
$38.1K ﹤0.01%
276
-26
1768
$38.1K ﹤0.01%
641
1769
$38K ﹤0.01%
701
-69
1770
$37.9K ﹤0.01%
779
1771
$37.8K ﹤0.01%
4,025
-646
1772
$37.6K ﹤0.01%
154
1773
$37.6K ﹤0.01%
+891
1774
$37.5K ﹤0.01%
358
-1,352
1775
$37.5K ﹤0.01%
1,894
-210
69 70
71
72 73