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
2151
$13.8K ﹤0.01%
543
+243
2152
$13.8K ﹤0.01%
8,385
2153
$13.7K ﹤0.01%
783
+330
2154
$13.7K ﹤0.01%
580
+351
2155
$13.7K ﹤0.01%
886
-589
2156
$13.6K ﹤0.01%
69
-3
2157
$13.6K ﹤0.01%
318
2158
$13.5K ﹤0.01%
5,052
-2,500
2159
$13.5K ﹤0.01%
5,000
2160
$13.5K ﹤0.01%
452
2161
$13.4K ﹤0.01%
953
2162
$13.4K ﹤0.01%
340
2163
$13.3K ﹤0.01%
66
-43
2164
$13.3K ﹤0.01%
351
2165
$13.3K ﹤0.01%
116
2166
$13.3K ﹤0.01%
1,815
-1,505
2167
$13.2K ﹤0.01%
120
-24
2168
$13.2K ﹤0.01%
+403
2169
$13.2K ﹤0.01%
+261
2170
$13.2K ﹤0.01%
141
-13
2171
$13K ﹤0.01%
1,565
2172
$12.9K ﹤0.01%
5,000
2173
$12.9K ﹤0.01%
295
+81
2174
$12.8K ﹤0.01%
3,101
2175
$12.8K ﹤0.01%
+495
85 86
87
88 89