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
2076
$17.1K ﹤0.01%
10,526
2077
$16.8K ﹤0.01%
693
+560
2078
$16.8K ﹤0.01%
573
2079
$16.8K ﹤0.01%
1,115
+54
2080
$16.8K ﹤0.01%
562
-283
2081
$16.7K ﹤0.01%
440
-425
2082
$16.7K ﹤0.01%
3,225
-70
2083
$16.7K ﹤0.01%
366
2084
$16.7K ﹤0.01%
2,400
2085
$16.6K ﹤0.01%
255
2086
$16.6K ﹤0.01%
214
2087
$16.6K ﹤0.01%
721
-76
2088
$16.5K ﹤0.01%
100
2089
$16.5K ﹤0.01%
217
+215
2090
$16.5K ﹤0.01%
1,194
2091
$16.5K ﹤0.01%
10,000
2092
$16.4K ﹤0.01%
199
+102
2093
$16.4K ﹤0.01%
352
+18
2094
$16.3K ﹤0.01%
4,752
+4,500
2095
$16.3K ﹤0.01%
86
2096
$16.2K ﹤0.01%
750
2097
$16.2K ﹤0.01%
783
-878
2098
$16.2K ﹤0.01%
1,300
-21
2099
$16.1K ﹤0.01%
1,000
2100
$16.1K ﹤0.01%
7,300
82 83
84
85 86