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
176
$60.6M 0.11%
475,274
-9,382
177
$60.6M 0.11%
1,697,109
-5,364
178
$60.2M 0.11%
32,922
-27,712
179
$59.7M 0.11%
190,020
-31,369
180
$58.3M 0.1%
201,222
+6,000
181
$58M 0.1%
395,919
-95,773
182
$57.8M 0.1%
477,344
+9,859
183
$57.4M 0.1%
13,506,967
+441,684
184
$55.2M 0.1%
1,046,657
-35,660
185
$54.7M 0.1%
75
-27
186
$54.1M 0.1%
111,728
-27,693
187
$53.5M 0.1%
613,092
+76,025
188
$52.9M 0.09%
321,314
-106,427
189
$52.7M 0.09%
193,009
-3,755
190
$52M 0.09%
937,196
+425,692
191
$51.1M 0.09%
1,739,380
+1,119,412
192
$50.4M 0.09%
123,517
-2,405
193
$50.3M 0.09%
151,627
-28,775
194
$50.2M 0.09%
268,802
-6,693
195
$48.5M 0.09%
772,644
-53,545
196
$47.4M 0.08%
448,963
+446,537
197
$46.5M 0.08%
63,640
-3,214
198
$45.9M 0.08%
253,575
-6,331
199
$45.7M 0.08%
523,872
+31,356
200
$45.4M 0.08%
400,210
+18,423
6 7
8
9 10