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
1776
$37.4K ﹤0.01%
415
+15
1777
$37.3K ﹤0.01%
2,412
1778
$37.2K ﹤0.01%
550
-1,501
1779
$37.2K ﹤0.01%
2,728
-699,786
1780
$37.1K ﹤0.01%
7,500
-6,000
1781
$37.1K ﹤0.01%
581
-713
1782
$37.1K ﹤0.01%
2,223
+193
1783
$37K ﹤0.01%
1,470
1784
$37K ﹤0.01%
5,313
1785
$36.7K ﹤0.01%
551
1786
$36.6K ﹤0.01%
2,000
1787
$36.4K ﹤0.01%
1,520
+29
1788
$36.4K ﹤0.01%
+446
1789
$36.3K ﹤0.01%
532
-1,965
1790
$36.2K ﹤0.01%
453
1791
$36.2K ﹤0.01%
839
+277
1792
$35.9K ﹤0.01%
452
1793
$35.8K ﹤0.01%
659
+42
1794
$35.8K ﹤0.01%
720
1795
$35.8K ﹤0.01%
2,151
-1,020
1796
$35.8K ﹤0.01%
+2,000
1797
$35.7K ﹤0.01%
+1,528
1798
$35.6K ﹤0.01%
327
+42
1799
$35.5K ﹤0.01%
1,316
-71
1800
$35.4K ﹤0.01%
2,083
+36
70 71
72
73 74