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
2201
$11.5K ﹤0.01%
2,506
-288
2202
$11.4K ﹤0.01%
219
2203
$11.4K ﹤0.01%
195
-6
2204
$11.3K ﹤0.01%
102
-391
2205
$11.2K ﹤0.01%
85
-102
2206
$11.2K ﹤0.01%
1,253
-316
2207
$11.2K ﹤0.01%
320
2208
$11.1K ﹤0.01%
222
+119
2209
$11.1K ﹤0.01%
500
2210
$11.1K ﹤0.01%
1,200
-100
2211
$11K ﹤0.01%
662
2212
$11K ﹤0.01%
172
2213
$11K ﹤0.01%
217
2214
$11K ﹤0.01%
800
2215
$10.9K ﹤0.01%
2,092
2216
$10.9K ﹤0.01%
2,496
-68
2217
$10.9K ﹤0.01%
750
2218
$10.9K ﹤0.01%
454
+153
2219
$10.9K ﹤0.01%
159
-11
2220
$10.9K ﹤0.01%
571
-2,129
2221
$10.9K ﹤0.01%
104
2222
$10.9K ﹤0.01%
702
-35
2223
$10.9K ﹤0.01%
300
-1
2224
$10.8K ﹤0.01%
700
+699
2225
$10.8K ﹤0.01%
229
-539
87 88
89
90 91