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
2301
$8.67K ﹤0.01%
100
2302
$8.66K ﹤0.01%
101
+17
2303
$8.64K ﹤0.01%
1,484
+37
2304
$8.63K ﹤0.01%
96
-127
2305
$8.62K ﹤0.01%
1,505
-519
2306
$8.61K ﹤0.01%
400
2307
$8.6K ﹤0.01%
379
2308
$8.6K ﹤0.01%
100
2309
$8.58K ﹤0.01%
252
+175
2310
$8.57K ﹤0.01%
44
2311
$8.56K ﹤0.01%
238
-4,461
2312
$8.48K ﹤0.01%
78
-15
2313
$8.47K ﹤0.01%
50
2314
$8.47K ﹤0.01%
+641
2315
$8.46K ﹤0.01%
160
-84
2316
$8.44K ﹤0.01%
174
+104
2317
$8.4K ﹤0.01%
+5,493
2318
$8.39K ﹤0.01%
92
2319
$8.37K ﹤0.01%
100
2320
$8.34K ﹤0.01%
+153
2321
$8.34K ﹤0.01%
146
+71
2322
$8.32K ﹤0.01%
529
-129
2323
$8.31K ﹤0.01%
463
-5
2324
$8.28K ﹤0.01%
1,467
2325
$8.27K ﹤0.01%
1,313
-995
91 92
93
94 95