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
201
$43.7M 0.08%
1,680,684
+57,967
202
$42.6M 0.08%
726,005
+26,491
203
$42.2M 0.08%
179,286
+178,660
204
$42.1M 0.08%
383,010
-152,844
205
$41.6M 0.07%
433,324
+108,000
206
$41.6M 0.07%
539,627
-150,084
207
$41.5M 0.07%
294,909
-524
208
$41.3M 0.07%
7,420,346
+7,418,588
209
$40.6M 0.07%
409,417
-1,660
210
$40.5M 0.07%
393,329
+14,873
211
$39.9M 0.07%
1,037,283
+680,919
212
$39.2M 0.07%
127,330
-87,721
213
$38.6M 0.07%
334,370
+12,409
214
$38.5M 0.07%
785,563
-22,361
215
$38M 0.07%
550,620
+73,069
216
$37.6M 0.07%
247,306
-28,447
217
$36.8M 0.07%
463,616
+416,994
218
$36.4M 0.06%
1,978,245
+859,102
219
$36.1M 0.06%
466,759
-70,932
220
$36M 0.06%
617,882
-53,360
221
$35.9M 0.06%
217,029
+106,495
222
$35.7M 0.06%
183,652
+4,732
223
$35.4M 0.06%
333,263
+121,760
224
$35.3M 0.06%
142,659
+199
225
$35.1M 0.06%
130,106
-1,342
7 8
9
10 11