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
1851
$31.1K ﹤0.01%
4,430
-1
1852
$31K ﹤0.01%
1,006
1853
$31K ﹤0.01%
302
-79
1854
$31K ﹤0.01%
2,300
-2,001
1855
$31K ﹤0.01%
425
+40
1856
$30.9K ﹤0.01%
1,148
-90,197
1857
$30.7K ﹤0.01%
899
+4
1858
$30.6K ﹤0.01%
4,000
-1
1859
$30.6K ﹤0.01%
548
-69
1860
$30.5K ﹤0.01%
4,408
+413
1861
$30.5K ﹤0.01%
182
-129
1862
$30.5K ﹤0.01%
1,139
-275
1863
$30.4K ﹤0.01%
286
1864
$30.3K ﹤0.01%
317
+308
1865
$30.3K ﹤0.01%
1,000
1866
$30.3K ﹤0.01%
1,983
1867
$30.1K ﹤0.01%
3,076
-1,162
1868
$30.1K ﹤0.01%
1,959
-1,384
1869
$30K ﹤0.01%
159
+2
1870
$30K ﹤0.01%
69
-1,709
1871
$29.8K ﹤0.01%
860
+60
1872
$29.8K ﹤0.01%
711
+367
1873
$29.8K ﹤0.01%
100
-82
1874
$29.6K ﹤0.01%
1,348
-20
1875
$29.6K ﹤0.01%
200
-104
73 74
75
76 77