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
2026
$19.7K ﹤0.01%
279
-215
2027
$19.7K ﹤0.01%
242
+161
2028
$19.7K ﹤0.01%
1,703
+361
2029
$19.6K ﹤0.01%
210
-38
2030
$19.6K ﹤0.01%
246
2031
$19.5K ﹤0.01%
286
-427
2032
$19.5K ﹤0.01%
1,015
-1,270
2033
$19.4K ﹤0.01%
3,000
2034
$19.2K ﹤0.01%
152
-104
2035
$19.1K ﹤0.01%
300
2036
$19K ﹤0.01%
300
2037
$18.9K ﹤0.01%
198
2038
$18.8K ﹤0.01%
824
-6,245
2039
$18.7K ﹤0.01%
363
-660
2040
$18.7K ﹤0.01%
858
-914
2041
$18.7K ﹤0.01%
205
-4,266
2042
$18.7K ﹤0.01%
1,215
2043
$18.7K ﹤0.01%
1,035
-179
2044
$18.6K ﹤0.01%
5,000
2045
$18.6K ﹤0.01%
187
-201
2046
$18.6K ﹤0.01%
2,170
2047
$18.4K ﹤0.01%
1,001
+999
2048
$18.3K ﹤0.01%
1,300
2049
$18.3K ﹤0.01%
425
2050
$18.2K ﹤0.01%
97
-13
80 81
82
83 84