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
1826
$32.9K ﹤0.01%
1,201
-278
1827
$32.9K ﹤0.01%
832
+107
1828
$32.9K ﹤0.01%
1,040
1829
$32.8K ﹤0.01%
411
-1,380
1830
$32.7K ﹤0.01%
276
-104
1831
$32.6K ﹤0.01%
378
+78
1832
$32.6K ﹤0.01%
765
+50
1833
$32.4K ﹤0.01%
3,068
-3,492
1834
$32.3K ﹤0.01%
2,000
-1
1835
$32.3K ﹤0.01%
+3,518
1836
$32.2K ﹤0.01%
+5,016
1837
$32.1K ﹤0.01%
109
-28
1838
$32.1K ﹤0.01%
901
1839
$32K ﹤0.01%
890
+1
1840
$31.9K ﹤0.01%
360
1841
$31.9K ﹤0.01%
1,655
+155
1842
$31.9K ﹤0.01%
+5,000
1843
$31.8K ﹤0.01%
718
-43
1844
$31.7K ﹤0.01%
481
1845
$31.7K ﹤0.01%
2,253
1846
$31.7K ﹤0.01%
+2,707
1847
$31.7K ﹤0.01%
2,768
-509
1848
$31.4K ﹤0.01%
8,700
1849
$31.4K ﹤0.01%
301
-528
1850
$31.1K ﹤0.01%
6,664
72 73
74
75 76