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
2001
$20.9K ﹤0.01%
38
-153
2002
$20.9K ﹤0.01%
3,878
+901
2003
$20.9K ﹤0.01%
1,500
2004
$20.8K ﹤0.01%
+115
2005
$20.8K ﹤0.01%
713
2006
$20.7K ﹤0.01%
358
-471
2007
$20.6K ﹤0.01%
1,941
-452
2008
$20.5K ﹤0.01%
2,000
2009
$20.5K ﹤0.01%
2,171
+40
2010
$20.5K ﹤0.01%
449
+229
2011
$20.4K ﹤0.01%
2,167
+167
2012
$20.4K ﹤0.01%
74
-8
2013
$20.3K ﹤0.01%
+576
2014
$20.3K ﹤0.01%
495
2015
$20.2K ﹤0.01%
259
-23
2016
$20.1K ﹤0.01%
1,250
-15,660
2017
$20K ﹤0.01%
1,600
2018
$19.9K ﹤0.01%
500
+469
2019
$19.9K ﹤0.01%
418
+1
2020
$19.8K ﹤0.01%
165
-1
2021
$19.8K ﹤0.01%
1,600
-1,718
2022
$19.8K ﹤0.01%
675
2023
$19.8K ﹤0.01%
+573
2024
$19.8K ﹤0.01%
+2,500
2025
$19.7K ﹤0.01%
674
+303
79 80
81
82 83