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
2126
$14.6K ﹤0.01%
98
+1
2127
$14.6K ﹤0.01%
279
2128
$14.5K ﹤0.01%
+1,140
2129
$14.5K ﹤0.01%
289
-45
2130
$14.3K ﹤0.01%
374
-376
2131
$14.3K ﹤0.01%
119
+6
2132
$14.3K ﹤0.01%
283
2133
$14.3K ﹤0.01%
381
2134
$14.3K ﹤0.01%
1,614
2135
$14.2K ﹤0.01%
1,200
+100
2136
$14.2K ﹤0.01%
+346
2137
$14.2K ﹤0.01%
600
2138
$14.2K ﹤0.01%
4,579
+4,378
2139
$14.1K ﹤0.01%
+319
2140
$14K ﹤0.01%
122
-122
2141
$14K ﹤0.01%
225
2142
$13.9K ﹤0.01%
+407
2143
$13.9K ﹤0.01%
437
-421
2144
$13.9K ﹤0.01%
487
+3
2145
$13.8K ﹤0.01%
1,632
+912
2146
$13.8K ﹤0.01%
254
2147
$13.8K ﹤0.01%
100
2148
$13.8K ﹤0.01%
391
-385
2149
$13.8K ﹤0.01%
227
-1,415
2150
$13.8K ﹤0.01%
239
-16
84 85
86
87 88