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
1951
$24.1K ﹤0.01%
2,000
-3,492
1952
$23.9K ﹤0.01%
71
+11
1953
$23.8K ﹤0.01%
401
+1
1954
$23.8K ﹤0.01%
751
+40
1955
$23.6K ﹤0.01%
1,222
+279
1956
$23.5K ﹤0.01%
753
+307
1957
$23.4K ﹤0.01%
504
-388
1958
$23.4K ﹤0.01%
1,200
-58
1959
$23.4K ﹤0.01%
97
-41,313
1960
$23.4K ﹤0.01%
259
-60
1961
$23.2K ﹤0.01%
596
1962
$23.1K ﹤0.01%
2,000
1963
$23.1K ﹤0.01%
300
-350
1964
$23.1K ﹤0.01%
1,570
1965
$23K ﹤0.01%
691
+633
1966
$22.9K ﹤0.01%
507
1967
$22.9K ﹤0.01%
1,500
-10
1968
$22.9K ﹤0.01%
1,234
1969
$22.9K ﹤0.01%
415
+81
1970
$22.7K ﹤0.01%
1,000
1971
$22.5K ﹤0.01%
543
-2,182
1972
$22.5K ﹤0.01%
1,400
+400
1973
$22.5K ﹤0.01%
395
-125
1974
$22.3K ﹤0.01%
2,698
+2,648
1975
$22.2K ﹤0.01%
412
-7,678
77 78
79
80 81