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
1926
$25.5K ﹤0.01%
352
+9
1927
$25.2K ﹤0.01%
200
-59
1928
$25.2K ﹤0.01%
240
1929
$25.2K ﹤0.01%
158
-1
1930
$24.8K ﹤0.01%
650
1931
$24.8K ﹤0.01%
1,110
+117
1932
$24.7K ﹤0.01%
337
+16
1933
$24.7K ﹤0.01%
650
1934
$24.7K ﹤0.01%
500
1935
$24.7K ﹤0.01%
385
1936
$24.6K ﹤0.01%
337
1937
$24.6K ﹤0.01%
250
1938
$24.5K ﹤0.01%
2,513
-1,449
1939
$24.5K ﹤0.01%
1,104
-80
1940
$24.5K ﹤0.01%
1,321
1941
$24.4K ﹤0.01%
2,018
+22
1942
$24.4K ﹤0.01%
259
-1
1943
$24.4K ﹤0.01%
600
-39
1944
$24.4K ﹤0.01%
901
-85
1945
$24.3K ﹤0.01%
3,160
1946
$24.2K ﹤0.01%
3,000
+2,000
1947
$24.1K ﹤0.01%
312
+117
1948
$24.1K ﹤0.01%
+214
1949
$24.1K ﹤0.01%
468
-38
1950
$24.1K ﹤0.01%
402
76 77
78
79 80