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
1801
$35.4K ﹤0.01%
1,131
1802
$35.4K ﹤0.01%
408
+35
1803
$35.3K ﹤0.01%
254
-7
1804
$35.3K ﹤0.01%
555
1805
$35.2K ﹤0.01%
+1,205
1806
$35K ﹤0.01%
122
-4
1807
$34.9K ﹤0.01%
460
1808
$34.6K ﹤0.01%
309
-92
1809
$34.6K ﹤0.01%
703
1810
$34.5K ﹤0.01%
500
1811
$34.3K ﹤0.01%
2,158
-1,000
1812
$34.3K ﹤0.01%
631
-2,211
1813
$34.3K ﹤0.01%
606
+593
1814
$34.3K ﹤0.01%
164
-132
1815
$34.2K ﹤0.01%
1,551
-1
1816
$34K ﹤0.01%
450
+132
1817
$33.8K ﹤0.01%
1,210
-65
1818
$33.8K ﹤0.01%
266
-308
1819
$33.6K ﹤0.01%
1,146
1820
$33.5K ﹤0.01%
783
1821
$33.5K ﹤0.01%
744
-5
1822
$33.5K ﹤0.01%
1,910
1823
$33.1K ﹤0.01%
713
1824
$33.1K ﹤0.01%
148
+12
1825
$33.1K ﹤0.01%
1,500
71 72
73
74 75