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
2051
$18.1K ﹤0.01%
250
-124
2052
$18.1K ﹤0.01%
5,000
2053
$18K ﹤0.01%
109
-14
2054
$18K ﹤0.01%
550
2055
$17.9K ﹤0.01%
183
-61
2056
$17.8K ﹤0.01%
8,000
+5,500
2057
$17.8K ﹤0.01%
383
-75
2058
$17.8K ﹤0.01%
150
2059
$17.8K ﹤0.01%
+274
2060
$17.7K ﹤0.01%
46
-14
2061
$17.7K ﹤0.01%
322
+82
2062
$17.7K ﹤0.01%
192
-5
2063
$17.7K ﹤0.01%
272
2064
$17.6K ﹤0.01%
680
2065
$17.5K ﹤0.01%
2,013
-50
2066
$17.5K ﹤0.01%
90
+1
2067
$17.5K ﹤0.01%
7,250
2068
$17.4K ﹤0.01%
992
+281
2069
$17.4K ﹤0.01%
104
-137
2070
$17.4K ﹤0.01%
700
+500
2071
$17.3K ﹤0.01%
693
-4,424
2072
$17.3K ﹤0.01%
363
-50
2073
$17.3K ﹤0.01%
2,000
+1,000
2074
$17.3K ﹤0.01%
120
-106
2075
$17.2K ﹤0.01%
644
81 82
83
84 85