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
1876
$29.5K ﹤0.01%
327
+10
1877
$29.3K ﹤0.01%
3,470
1878
$29.2K ﹤0.01%
216
+11
1879
$29.2K ﹤0.01%
10,000
1880
$29.2K ﹤0.01%
+1,500
1881
$29K ﹤0.01%
732
-484
1882
$29K ﹤0.01%
+584
1883
$28.9K ﹤0.01%
264
-90
1884
$28.9K ﹤0.01%
389
-571
1885
$28.7K ﹤0.01%
640
-308
1886
$28.6K ﹤0.01%
278
-326
1887
$28.6K ﹤0.01%
391
1888
$28.5K ﹤0.01%
635
+9
1889
$28.5K ﹤0.01%
1,500
1890
$28.4K ﹤0.01%
+1,857
1891
$28.1K ﹤0.01%
1,000
1892
$28.1K ﹤0.01%
361
-1,290
1893
$28.1K ﹤0.01%
557
+17
1894
$28K ﹤0.01%
329
1895
$28K ﹤0.01%
+669
1896
$28K ﹤0.01%
2,050
1897
$27.8K ﹤0.01%
487
+10
1898
$27.7K ﹤0.01%
1,939
-236
1899
$27.5K ﹤0.01%
+760
1900
$27.5K ﹤0.01%
700
74 75
76
77 78