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
2251
$10.2K ﹤0.01%
500
2252
$10.2K ﹤0.01%
2,007
+2,000
2253
$10.1K ﹤0.01%
300
-1,310
2254
$10K ﹤0.01%
467
+191
2255
$10K ﹤0.01%
+449
2256
$10K ﹤0.01%
+100
2257
$9.98K ﹤0.01%
1,088
2258
$9.95K ﹤0.01%
80
-5
2259
$9.9K ﹤0.01%
255
-813
2260
$9.9K ﹤0.01%
203
2261
$9.85K ﹤0.01%
200
-6,455
2262
$9.84K ﹤0.01%
718
-6,222
2263
$9.76K ﹤0.01%
1,037
-59
2264
$9.75K ﹤0.01%
1,125
2265
$9.72K ﹤0.01%
40
+19
2266
$9.71K ﹤0.01%
273
-3
2267
$9.69K ﹤0.01%
+376
2268
$9.69K ﹤0.01%
802
-871
2269
$9.68K ﹤0.01%
800
2270
$9.67K ﹤0.01%
400
2271
$9.66K ﹤0.01%
384
2272
$9.66K ﹤0.01%
86
-268
2273
$9.64K ﹤0.01%
97
-10
2274
$9.61K ﹤0.01%
785
2275
$9.54K ﹤0.01%
924
-4,261
89 90
91
92 93