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
1976
$22.2K ﹤0.01%
2,068
-7,513
1977
$22.2K ﹤0.01%
1,050
1978
$22.2K ﹤0.01%
514
-345
1979
$22.1K ﹤0.01%
1,000
1980
$22K ﹤0.01%
398
+42
1981
$22K ﹤0.01%
881
+237
1982
$21.9K ﹤0.01%
2,050
1983
$21.9K ﹤0.01%
1,403
1984
$21.8K ﹤0.01%
129
-80
1985
$21.8K ﹤0.01%
578
1986
$21.7K ﹤0.01%
+500
1987
$21.5K ﹤0.01%
+381
1988
$21.5K ﹤0.01%
124
-107
1989
$21.3K ﹤0.01%
+1
1990
$21.3K ﹤0.01%
200
-40
1991
$21.2K ﹤0.01%
976
+975
1992
$21.2K ﹤0.01%
812
+366
1993
$21.2K ﹤0.01%
1,972
+1,016
1994
$21.1K ﹤0.01%
10,000
1995
$21.1K ﹤0.01%
200
-15
1996
$21K ﹤0.01%
+1,300
1997
$21K ﹤0.01%
2,300
1998
$21K ﹤0.01%
500
1999
$21K ﹤0.01%
301
+37
2000
$21K ﹤0.01%
1,907
78 79
80
81 82