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
1901
$27.2K ﹤0.01%
1,019
-91
1902
$27.2K ﹤0.01%
668
+374
1903
$27.2K ﹤0.01%
535
-122
1904
$27.1K ﹤0.01%
1,350
-264
1905
$27.1K ﹤0.01%
2,788
-33
1906
$27K ﹤0.01%
827
-459
1907
$27K ﹤0.01%
157
-86
1908
$26.9K ﹤0.01%
1,100
-115
1909
$26.9K ﹤0.01%
+393
1910
$26.8K ﹤0.01%
356
1911
$26.7K ﹤0.01%
1,800
1912
$26.6K ﹤0.01%
367
1913
$26.5K ﹤0.01%
2,489
1914
$26.4K ﹤0.01%
719
-9,480
1915
$26.3K ﹤0.01%
400
1916
$26.2K ﹤0.01%
538
-3,066
1917
$26.2K ﹤0.01%
484
-256
1918
$26.2K ﹤0.01%
600
1919
$26.1K ﹤0.01%
294
+8
1920
$26K ﹤0.01%
181
-160
1921
$26K ﹤0.01%
421
-42
1922
$25.8K ﹤0.01%
1,490
1923
$25.7K ﹤0.01%
3,000
+2,000
1924
$25.5K ﹤0.01%
1,000
1925
$25.5K ﹤0.01%
305
75 76
77
78 79