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
2226
$10.8K ﹤0.01%
365
2227
$10.7K ﹤0.01%
670
+331
2228
$10.7K ﹤0.01%
300
-250
2229
$10.7K ﹤0.01%
+1,216
2230
$10.7K ﹤0.01%
421
+3
2231
$10.7K ﹤0.01%
1,480
2232
$10.7K ﹤0.01%
100
2233
$10.7K ﹤0.01%
+223
2234
$10.6K ﹤0.01%
485
2235
$10.6K ﹤0.01%
258
+8
2236
$10.6K ﹤0.01%
300
2237
$10.6K ﹤0.01%
340
2238
$10.5K ﹤0.01%
168
2239
$10.5K ﹤0.01%
106
2240
$10.5K ﹤0.01%
1,400
-400
2241
$10.4K ﹤0.01%
658
-164
2242
$10.3K ﹤0.01%
256
-39
2243
$10.3K ﹤0.01%
600
2244
$10.3K ﹤0.01%
299
+227
2245
$10.3K ﹤0.01%
414
+3
2246
$10.3K ﹤0.01%
262
2247
$10.2K ﹤0.01%
160
2248
$10.2K ﹤0.01%
185
+105
2249
$10.2K ﹤0.01%
+400
2250
$10.2K ﹤0.01%
407
-142
88 89
90
91 92