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
2101
$16K ﹤0.01%
20,000
2102
$15.9K ﹤0.01%
582
2103
$15.8K ﹤0.01%
6,000
+2,500
2104
$15.8K ﹤0.01%
1,000
2105
$15.8K ﹤0.01%
190
2106
$15.7K ﹤0.01%
700
2107
$15.7K ﹤0.01%
+674
2108
$15.6K ﹤0.01%
149
-2,000
2109
$15.5K ﹤0.01%
2,024
+652
2110
$15.5K ﹤0.01%
251
+223
2111
$15.4K ﹤0.01%
+495
2112
$15.4K ﹤0.01%
349
-779
2113
$15.3K ﹤0.01%
446
-458
2114
$15.2K ﹤0.01%
152
-311
2115
$15.2K ﹤0.01%
719
+255
2116
$15.1K ﹤0.01%
208
-23
2117
$15.1K ﹤0.01%
230
2118
$15K ﹤0.01%
1,289
-46
2119
$15K ﹤0.01%
500
2120
$15K ﹤0.01%
160
-15
2121
$14.8K ﹤0.01%
335
2122
$14.8K ﹤0.01%
247
2123
$14.8K ﹤0.01%
1,022
2124
$14.7K ﹤0.01%
900
2125
$14.7K ﹤0.01%
600
+20
83 84
85
86 87